Global Markets Trade Higher After April Sell-Off
May Market Update: S&P 500 up 5.1%, Nasdaq hits new highs. Bond yields drop on easing inflation, sparking rebound amid economic swings.
An Updated Timeline on Expected Interest Rate Cuts
AFO2024-05-19T06:58:14+00:00Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts...
May 19, 2024Investment, Stock, Wealth Management
Stocks Trade Higher in February as the Rally Broadens Out
AFO2024-03-14T17:26:34+00:00Stocks Trade Higher in February as the Rally Broadens Out Written by: Rob Santos Rob Santos Chief Executive Officer As CEO and founder of Arrowroot Family Office, I specialize in the overall management of the firm. I also work with affluent families on providing bespoke family office services, which include tax-efficient advisory and financial...
March 14, 2024Family Office, Investment, Wealth Management
Rates vs Reality: Why Higher Interest Rates Haven’t Impacted the Economy Yet
AFO2023-12-16T12:09:26+00:00The Federal Reserve has raised interest rates by more than 5% since March 2022. It’s been the fastest pace of tightening in decades, but data shows the economy has been resilient thus far. The U.S. economy grew at a 5.2% annualized pace in the third quarter, which was the fastest...
December 16, 2023Investment, Wealth Management
S&P 500 Registers its Biggest Monthly Gain Since July 2022
AFO2023-12-16T08:58:32+00:00The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year Treasury yield falling to 4.36% from over 5% in October. For context, the -0.54% decline in the 10-year yield ranks among the biggest 1-month drops since December...
December 2, 2023Family Office, Financial Advisors, Investment, Wealth Management
Behavioral financial advisor (BFA): Definition, roles and qualities
AFO2023-10-07T10:06:21+00:00Behavioral financial advisor (BFA): Definition, roles and qualities Compliance Oversight by: MCO MCO MyComplianceOffice A complete compliance management software platform that helps financial services firms unify their activities across conduct and regulatory compliance. Finance is often seen as a purely logical field of study; however, individuals often overlook the emotional and behavioral parts of personal...
September 20, 2023Blogs, Family Office, Investment, Wealth Management
Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health
AFO2023-09-03T04:27:44+00:00The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity. One consumer metric that investors track is the Johnson Redbook Index, which measures the percentage change in...
September 2, 2023Investment, Wealth Management
Stocks Trade Lower in August as Interest Rates Rise
AFO2023-09-03T04:27:35+00:00The S&P 500 traded lower during the first half of August, at one point erasing all of July’s 3.3% gain. The sell-off occurred as investors worried about the potential for further interest rate hikes and increased bond issuance by the Treasury to fund government spending. Interest rates rose to levels...
September 2, 2023Investment, Wealth Management
Comparing the Cost of Renting vs Buying in Today’s Market
AFO2023-07-29T09:35:17+00:00Rent vs buy – it’s a big question with big financial implications. Do you make a down payment, take out a mortgage, and build equity? Or do you rent, give yourself more financial flexibility, but miss out on the opportunity to build equity? This month’s chart, which tracks year-over-year growth...
July 29, 2023Investment, Wealth Management
Multi Family Office: Definition, Services and advantages
AFO2023-07-02T13:13:40+00:00Achieving financial stability and security is an important aspect of life for all individuals and families. For individuals with a background or work experience in the financial industry, this task can be achieved without the assistance of a financial professional. However, for
June 17, 2023Blogs, Family Office, Investment, Wealth Management