Blog
NEW BULL MAY NEED A BREATHER
Submitted by Flynn Zito Capital Management on June 26th, 2023Finances and Fireworks: 5 Strategies to Help Preserve and Celebrate Your Financial Freedom
Submitted by Flynn Zito Capital Management on June 26th, 2023What to Know Before You Open Your Next Investment Account
Submitted by Flynn Zito Capital Management on June 26th, 2023Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy called asset location may help improve returns and lower their overall tax bill using these different types of accounts.
Get to Know the Rich Relationship Between Your Financial and Social Life
Submitted by Flynn Zito Capital Management on June 26th, 2023The Sandwich Generation: Caring for Parents and Children Simultaneously
Submitted by Flynn Zito Capital Management on June 26th, 2023As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the middle-aged generation supporting the baby boomer generation—now the largest generation ever.
MARKET RESPONSES TO FED (IN)ACTION
Submitted by Flynn Zito Capital Management on June 21st, 2023As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.
FOMC PREVIEW: SKIP, PAUSE, OR HIKE?
Submitted by Flynn Zito Capital Management on June 13th, 2023The Federal Reserve (Fed) meets this week where it is largely expected to not raise short term interest rates for the first time in 15 months. However, Fed messaging has been all over the place in recent weeks. While some Fed officials continue to advocate for additional rate hikes, others want to be more patient.
Clone of CLOSING OUT OUR EQUITIES OVERWEIGHT
Submitted by Flynn Zito Capital Management on June 5th, 2023HOW MUCH OF A PROBLEM IS CONCENTRATED LEADERSHIP?
Submitted by Flynn Zito Capital Management on May 30th, 2023The mega-cap technology companies have powered the broad market higher this year. In fact, the 8.1% gain in the S&P 500 year to date has been driven entirely by six mega-cap stocks: Apple (AAPL), Microsoft (MSFT), NVIDIA (NVDA), Meta (META), Amazon (AMZN), and Alphabet (GOOG/L). Is this narrow leadership a problem for stocks looking forward? We try to answer that question below.