Blog
Playbook for a Fed Pivot
Submitted by Flynn Zito Capital Management on November 23rd, 2022Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile for stocks due to elevated inflation and interest rate risk.
High Inflation and Rising Rates Supported Value in 2022
Submitted by Flynn Zito Capital Management on November 15th, 2022The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. However, the debate is heating up as investors begin to consider whether the pendulum will swing back to growth if inflation and interest rates decline in 2023.
Long-Term Care: Understanding Your Options
Submitted by Flynn Zito Capital Management on November 15th, 20225 Key Steps To Help Women Strengthen Their Business and Their Retirement
Submitted by Flynn Zito Capital Management on November 15th, 2022As a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic. 1 They also tend to earn less than their male peers—largely in part because they are still responsible for the majority of the world's unpaid labor.
Caring for Your Aging Parents
Submitted by Flynn Zito Capital Management on November 10th, 2022How Midterm Elections May Move Markets
Submitted by Flynn Zito Capital Management on November 9th, 2022Appropriate Checklists for Year-End Tax Planning
Submitted by Flynn Zito Capital Management on November 3rd, 2022What are appropriate checklists for year-end tax planning?
Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as "Filing Status" or "Employee Matters," for ease of reading.
Looking Ahead
Submitted by Flynn Zito Capital Management on November 3rd, 2022October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a few years.
Federal Reserve Preview: Trick or Treat?
Submitted by Flynn Zito Capital Management on October 31st, 2022With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Here we preview this week’s Fed meeting and discuss whether investors will get a trick or a treat.