While we await updated Fed Day data, we renew our call for the Fed to cut rates, discuss the muted market response to international conflicts, and examine the important role of bonds in providing stability in investment portfolios. We also talk about Vanguard's less-than-stellar market forecast as we continue to stress the importance of maintaining a diversified, long-term investment approach 

Key Takeaways

[00:17] - It’s time for the Fed to cut rates

[04:07] - The market reacts to Israel, Iran, and oil

[13:35] - Fools errands: forecasts & short-term strategies

[22:56] - The role of bonds in investment portfolios

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Around 26% of the world’s oil trade passes through the Strait of Hormuz.

Markets NOT viewing Israel/Iran as safe haven event, but a crude oil supply shock story.

Vanguard forecasts US stocks to return 3.9% annually over the next decade.  

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Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.