The Strong Valley advisor team, Kyle, Jason, Chris and Adam, are joined by special guest David Lebovitz, JP Morgan Asset Management, Global Market Insights Strategy Team Managing Director to discuss an overview of the market, inflation, Federal Funds rates, and long term investment success.

David is responsible for delivering timely market and economic insights to clients across the country, along with helping to build the Market Insights program in the United Kingdom and Europe. He has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.

Along with an October recap, team members Adam Tirapelle and Jason Rankin explain what’s happening with down bond returns and the history with bond returns using data going back to 1928. They also clarify drawdowns and the feeling they evoke, along with Housing, Cash Concerns and the effects of Global Events on the Market.

Strong Valley team members Adam and Chris give a recap of September along with a discussion about how interest rates are being affected by Sticky Inflation. They also touch on the housing market, college values, and an update on the Secure Act 2.0 details that could affect your RMD.

After a run of unpredictable circumstances since the beginning of the year, the Team agrees that despite their daily study of the market, it’s very difficult to make financial forecasts. With that in mind, they each give their predictions on Fed Funds Rates, housing, and market corrections in the coming quarter.

The Team discusses how people are enjoying the interest rates that their conservative investments are paying but warns that cash vehicles are not long-term solutions.

As a way to help clients visualize the big picture during the ups and downs of a long-term financial strategy, the Team introduces a new software tool that does that.

The Team explains and illustrates the downfalls of abandoning long-term plans to jump into short-term solutions for fixed incomes.

Did you notice where inflation is compared with last year? The team gets into the details of how inflation has gone, where it is now and where the Fed funds rate might go because of it.

It’s fun when your stocks go up, but not so fun if they drop 50 to 80% like they did last year. The Team debates the common feelings of missing out but also discusses insight on how you can feel better in the long run.

The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.