AVIOR INSIGHTS – How Stock Market Sectors Depend on the Business Cycle
For patient investors with time horizons of years and decades, the primary drivers of portfolio returns are not day-to-day market fluctuations but the business cycle and other longer-term trends. One reason that questions around inflation, the Fed, and geopolitics have resulted in market swings is that they shed light on where we might be in the cycle. Additionally, the business cycle impacts not only the broader stock market and interest...
AVIOR INSIGHTS – What Higher Oil Prices Mean for Consumers and Markets
A key driver of global markets and inflation over the past two years has been the price of oil. As an important commodity that fuels the economy, investors watch the oil market closely. While oil has fallen considerably from its peak in 2022, it has also rebounded over the last few months. Since mid-June, Brent crude prices have risen over 26%, from around $72 per barrel to above $90. What...
AVIOR INSIGHTS – How the Highest Real Yields Since 2009 Affect Investors
Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility. After falling as low as 3.3% earlier this year, the 10-year U.S. Treasury is now yielding around 4.2%, back to where it was roughly a year ago. However, while today's long-term yields look similar to last year's on paper, they are quite different from an economic and market perspective. What are...
Delving Into Tax-Efficient Retirement Planning Strategies for Avior Clients
By Roddy Warren, CFP®️, Wealth Advisor Avior financial advisors guide clients on the right steps for tax-optimized retirement. Find out the strategies they advise implementing, like diversification. Achieving a comfortable, secure retirement is one of most people’s biggest financial goals. Unfortunately, complex tax implications can get in the way. With the right tax planning strategies that help you optimize your retirement income and minimize taxes, though, you’re on your way to creating a...
