Lori and Lisa explain the relationship between interest rates and stocks, why Janet Yellen gets the prize for the market rally which started last fall, and how you can make an ‘under the radar’ AI play.

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In this episode, Lori and Lisa discuss the anticipated soft landing for the economy and point out what could go wrong. Learn how Janet Yellen helped spike the punchbowl with a Treasury auction last year, how 2022 and 2023 market sector performance were mirror images of each other, and hear about our market outlook for 2024.

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In a nod to the late Byron Wien, Lori and Lisa talk about their list of potential economic, financial, and political surprises for 2024. Have a listen….

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Lori and Lisa explain the negative impact of rising interest rates on both the bond and the stock markets. They discuss the current rate environment, the relative attractiveness of stocks and bonds, and why the Federal Reserve is likely to keep rates higher for longer.

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Lisa and Lori guide you through the Medicare morass!

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After a market update, Lori and Lisa discuss how company 401k plans work, common pitfalls, and changes that are coming to catch-up contributions for high earners, 50 and older.

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In this episode, Lori and Lisa explain that seven stocks accounted for most of the market rally in the first half of 2023. They suggest that if the market is going to continue to go up, there needs to be a broadening out of the market with participation from other stocks and sectors. Absent that increase in participation, the market is vulnerable. Trees don’t grow to the sky.

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Lisa and Lori discuss the great start to the S&P 500 equity market in spite of 3 good sized U.S. banks failing, the Federal Reserve raising rates 5% in 13 months, an inverted yield curve since last year and the latest Senior Loan Officer’s Survey showing banks less willing to lend while already at recessionary lending levels.

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In this episode:

• How Banks Work
• What Causes Banks to Fail
• How the Government is Responding 
• How Bank and Brokerage Accounts May Be Protected
• Dilemma for the Federal Reserve

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We discuss what happens to stocks and bonds during recessions and our suggestions for portfolios.

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Find out more and reach out to us on our blog.