Global

Kara Murphy, CFA | 10/18/2022

Markets in a Minute: Quarterly Review & Outlook

In the third quarter of 2022, the S&P 500’s bear market reached ten months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession predictions filled news headlines. With stocks and bonds down more than 25% and 15%, respectively, so far this year, 2022 is shaping up to be one of the more painful years in recent memory. These down markets, though they feel treacherous, present disciplined investors with opportunities for long-term growth.

Kara Murphy, CFA | 10/04/2022

Markets in a Minute: The R-Word — Are We in a Recession?

Are we headed toward a recession? The answer is, we’ll get there… eventually. Read on for the “road signs” that can help us estimate when we might arrive and what we can do before we get there.

Kara Murphy, CFA | 11/01/2022

Markets in a Minute: Vegas, Baby: Investing vs. Gambling

Is investing in the stock market just like gambling in Las Vegas? While the answer to that question is a hard “no,” most investors don’t make the best of their investment odds. Read on to learn how you can improve your chances.

Kara Murphy, CFA | 11/15/2022

Markets in a Minute: Inflation, Goldilocks, and the Fed

With lower-than-expected inflation in the month of October, we may all be wondering if there are brighter economic days ahead. Read more about the impact of inflation and Fed rate increases on the economy in this week’s Markets in a Minute.

Kara Murphy, CFA | 11/29/2022

Markets in a Minute: Crypto vs. Back to Basics?

The recent failure of crypto-related business such as FTX has highlighted a void in regulatory oversight in the digital currency world. Read more about why a back to basics approach may serve investors best in our latest Markets in a Minute.

Kara Murphy, CFA | 08/17/2021

Markets in a Minute: Infrastructure Bill Passed

Last week brought disturbing news on the pandemic front, but we were also reminded that our political system can still tackle big issues. The Senate gave overwhelming bipartisan approval to a $1 trillion infrastructure bill that must still pass the House. What does this breakthrough mean for the markets and the U.S. fiscal outlook?

Kara Murphy, CFA | 09/01/2022

Markets in a Minute: Stock vs. Bond Volatility

With a war in Europe, sky-high energy prices, recession fears, intensifying political divisions, and an on-going global pandemic, it’s no wonder that both stocks and bonds have experienced large gyrations so far this year. In this week’s Markets in a Minute, we discuss what volatility among stocks and bonds means for your portfolio.

Kara Murphy, CFA | 09/20/2022

Markets in a Minute: Commodities & Housing

As the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with impending shortages and a housing boom that is quickly petering out. How serious are these risks to the global economy and markets? Let’s discuss in this week’s Markets in a Minute.

12/10/2020

How the Election Results Could Impact Your Retirement Plan

Read insights from Kestra Financial-associated financial professional Jason Colin Patrick, of Fiduciary Advisors, LLC, on ways the presidential election could impact your retirement plan.

09/08/2020

Kestra Financial CEO Explains How Pandemic Hits Wealth Management

Austin Business Journal spoke with Kestra Financial CEO James Poer to get some insight into what it all means for wealth managers and the high net worth clients who depend on them.