AVIOR INSIGHTS – How Global Growth and Home Country Bias Impact Investors Today
With global growth steadier this year than originally expected, major markets around the world have rallied. The S&P 500 has gained 18% with dividends while developed and emerging markets have risen about 15% and 10%, respectively. Much of the story is due to the relative strength of the U.S. which has served as the main engine of the global economy, just as it did in the decade following the global...
AVIOR INSIGHTS – What the Hope of a Soft Landing Means for the Fed and Investors
Market and economic expectations have shifted 180 degrees since the start of the year when many investors expected a recession and prolonged bear market. Ongoing economic growth, low unemployment, improving price pressures, and slowing Fed rate hikes have spurred a strong market rally, especially across sectors that struggled last year. While the economic situation is far from perfect and investors should always be prepared for uncertainty, it's also important to...
AVIOR INSIGHTS – Why College Planning Is a Core Part of Any Financial Plan
Celebrating as a family member graduates high school and attends college is a joyous event and the culmination of years of hard work. However, paying for college remains a significant source of stress for many households. It's no secret that the cost of college has risen much faster than inflation over the past 40 years, increasing the financial burden on families as they set money aside and on graduates once...
AVIOR INSIGHTS – How the Market Rally and Interest Rates Impact Valuations
The past few years are proof that market sentiment can turn on a dime. This year's strong market rally, with the S&P 500 rising 13% and the Nasdaq gaining 29%, has been driven by technology stocks, improving inflation, and the absence of a recession. While it may be too early to tell, some investors believe we are in the midst of a new bull market. However, with the Fed and...