The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup Knomee.
[00:50] Introducing Nate Tonsager & The topic of today’s episode
[02:40] The State of Nate: Inflation & Federal rate hikes
[05:29] Does it matter if inflation goes down or not?
[09:23] Will the market rebound in Q3 (July/August) continue in the short-term?
[12:48] When should I re-enter the market after a “storm”? Should I wait to invest my cash until I feel better?
[13:55] Will the market rebound in Q3 continue in the long-term? What is the probability of a recession happening in the future?
[17:45] What is MONCON? & The MONCON level we’re at right now.
[25:00] Why we don’t pay attention to individual earnings reports and expectations.
[32:37] The future of fed rate hikes & How to use the CME FedWatch Tool
[40:17] What’s on our minds right now: Outperformance of small cap stocks & The breakout between services and goods inflation.