Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too.
Bob Heykoop’s Choice: First Trust – Still Overvalued
We continue to appreciate Brian Wesbury and his weekly economic commentary! He continuously makes sense of the economy based on real data rather than just the Fed and their policy making decisions. It’s important for all of us to “peel back the onion” to best understand the “why…what…how” without the political narrative that anticipates then follows the Fed monetary decisions at each meeting.
Evan Barnes’ Choice: LPL Weekly Commentary – Capital Markets: The Essence of American Capitalism
Over the last 18-months we been through challenging economic and market conditions with more uncertainty on the horizon. Despite these challenges, we’ve been reminded of the resilience of the American economy and capital markets, as we’ve seen a strong first half of 2023. LPL’s July 10, 2023, Weekly Market Commentary, does a good job of walking us through the essence of American capitalism.
Drew Barnes’ Choice: First Trust – Data Watch: June CPI
June’s Consumer Price Index (CPI) came in 3% higher than a year ago, the lowest inflation figure we’ve seen in over two years. Is this cause for celebration? Given that this 3% is coming off peak inflation of 9.1% in June of last year, and with “core” inflation remaining elevated at 4.8%, First Trust explains why the fight against inflation isn’t finished yet.
Andrew Rhoads’ Choice: Kiplinger – Leaving Retirement? Three Things to Consdider Before You Unretire
In this article explore the areas to consider when planning to retire or unretire…make sure you stick to a sustainable withdrawal rate. The goal should be to have your money outlive you and NOT vice versa.
Pete Koury’s Choice: LPL Research – Mid-Year Outlook
The economy and markets made progress toward regaining balance in the first half of 2023, but more work lies ahead. Reclaiming that state of balance helps us feel grounded, rooted in stability and the comfort of the familiar.
Shane Wolfe’s Choice: LPL Research – Plotting a Path for Second Half Muni Returns
Depending on your income tax situation, it may make sense to utilize municipal bonds in your after-tax accounts. LPL Research offers insights into the municipal bond market and provides their rationale for why municipal bonds may be positioned for strong potential returns. We will be keeping a close eye on municipal bonds in our monthly Investment Committee meetings.
Katy Kappius’ Choice: The Penny Horder – 9 Tips to Ease the Sting of Back to School Shopping
Just as quickly as summer arrives, it seems we’re already looking at back to school shopping. As a kid I remember the excitement of fresh school supplies and new clothes; as a parent, I cringe a bit at the thought of the cost (especially in today’s economy). Check out this article by The Penny Horder with a few tips to help ease the sting.
*Certain information contained herein has been obtained from third party sources and such information has not been independently verified by TFP. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by TFP or any other person. While such sources are believed to be reliable, TFP does not assume any responsibility for the accuracy or completeness of such information. TFP does not undertake any obligation to update the information contained herein as of any future date.
