The Weekly Rebalance

The Weekly Rebalance #9: Reading the Market’s Pulse: Fed Surprises and Smart Rebalancing


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In this week’s episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill dig into the Fed’s latest meeting and the market’s unexpected reaction. They discuss the shifting outlook for rate cuts, what current credit spreads reveal about where we are in the business cycle, and why being in “late expansion” calls for a focus on diversification and discipline.They also break down the real purpose of portfolio rebalancing — not as a return enhancer, but as a crucial risk control — and explain common pitfalls with dividend reinvestment in taxable accounts. Stick around to the end for a bit of market trivia on the origins of the New York Stock Exchange.🎧 Tune in for clear, practical insights to help you stay informed and balanced in today’s market.

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The Weekly RebalanceBy Landon Jones