Beating The Drum For Long-Term, Diversified Strategies

While we await updated Fed Day data, we renew our call for the Fed to cut rates, discuss the muted market response to international conflicts, and examine the important role of bonds in providing stability in investment portfolios. We also talk about Vanguard's less-than-stellar market forecast as we continue to stress the importance of maintaining a diversified, long-term investment approach

Key Takeaways

[00:17] - It’s time for the Fed to cut rates

[04:07] - The market reacts to Israel, Iran, and oil

[13:35] - Fools errands: forecasts & short-term strategies

[22:56] - The role of bonds in investment portfolios

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Around 26% of the world’s oil trade passes through the Strait of Hormuz.

Markets NOT viewing Israel/Iran as safe haven event, but a crude oil supply shock story.

Vanguard forecasts US stocks to return 3.9% annually over the next decade.

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Doug Stokes

Greg Stokes

Stokes Family Office

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