2 Question Tuesday Presented by Focused Wealth Management

This week Phil, Mike, and Larry lay out their greatest concern for both stocks and bonds at this juncture. They then look at various performance of assets to determine if there is anywhere to hide in an environment with a hawkish Fed and elevated inflation.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry look at private equity as an asset class and their long-term outlook on that investment sector. They also look at the March inflation report and discuss the best asset classes in which to allocate capital in the face of rising inflation.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Bank stocks have underperformed the S&P 500 as of late. Phil, Mike, and Larry provide their explanation of variables behind this. They also give an outlook on sustainable energy sources as an investment opportunity with oil prices on the rise.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry take a look at the path of interest rates and what changes, if any, fixed income investors should consider amidst recent bond market volatility. They also provide their opinion on the state of the housing market and whether REITS and homebuilders are attractive asset classes.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry look at various technical market indicators and provide an updated outlook on specific sectors of the market and the economy. They also discuss their outlook on bonds and how they’d think about managing volatility in fixed income portfolios given the sharp rise in interest rates.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Special Guest Congressman Sean Patrick Maloney joins Phil, Mike, and Larry to discuss the ongoing situation and response to the conflict between Ukraine and Russia. They touch on a number of relevant topics including, sanctions, agriculture, infrastructure, and cybersecurity.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike and special guest host Lawrence Carrel discuss the yield curve and other economic indicators to assess the overall outlook. Could we see a recession on the horizon? They also touch on the ramifications for the global economy if Russia enters a depression.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike and special guest host Lawrence Carrel look at the net Russian exposure in ETF’s and assess the underlying prospects for the Russian economy. They also look at sanctions placed on Russia to identify if any opportunities exist in agricultural markets. Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike and special guest host Lawrence Carrel address the ongoing conflict in Ukraine and how that impacts risk assets and investment portfolios. They also review the outlook for European equities and whether prospects have changed in light of recent circumstances. Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike and special guest host Lawrence Carrel address the ongoing conflict between Russia and Ukraine. They touch what impact it has on stocks, bonds, and energy prices. They also look at the dividend yield of the S&P 500 relative to the 10 year treasury to assess if any opportunities exist between the two asset classes.Submit your questions to [email protected] always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.