“Lift-off! Do We Have Lift-off?” – Nvest Nsights Q2 ’23 Newsletter

With the midpoint of 2023 now crossed, we hope that your summer is off to a nice start.  For the financial markets, things certainly appear better behaved compared with a year ago.  In fact, the rebound over the last 9 months is now being labeled by financial media a “new bull market”… yet narrow enthusiasm from just a few stocks casts doubt on that idea.  Below are links to access our just published Nvest Nsights newsletter articles, and your personal investment reports will be arriving soon.

  • Lift-off! Do we have Lift Off?” – provides a quick recap about how the 10 largest US stocks is influencing the appearance of broad index performance.
  • Quandary in the Quarry” – Economic indicators continue to signal slowdown is on the horizon?  Can the current stock market advance continue and participation broaden?
  • Driving Hands-Free” – AI, or Artificial Intelligence, garnered big hype in the 2Q; the idea of automation everything inspires long-term hope for new gains in productivity, but also creates anxiety.  Another form of AI, hands-free driving, can also be likened to how many approach investing… but is it safe?
  • Personal Finance Corner” – An update on how ebbing inflation is beginning to impact savers via iBond rates and what to expect if continued improvement occurs.  Also, we briefly review how large or lumpy withdraws can be accompanied by unwanted surprises from Uncle Sam.

Click here for a Printer Friendly PDF which also includes benchmarking and investment data.

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Uncle Sam’s Unwanted Surprises & Inflation Ebbs Lower

Inflation Begins to Ebb Lower – Impact to Savers

In recent articles titled iPod, iPhone, iPad… now the I Bond and The Upside to Rate Hikes, we highlighted the positive impact of the Fed’s ongoing battle with inflation.  Mainly, savers are once again being rewarded with “reasonable” rates.  I-Bonds were rewarding savers with rates approaching 10% just a few short months ago!Continue reading