Whitepaper: Strategies for Preparing the Next Generation for Wealth

Cameron Dawson, CFA®, Chief Investment Officer, discusses how stagflation, Fed policy, and weakening labor trends may impact earnings and equity markets.

Brian Nick, Managing Director, Head of Portfolio Strategy, notes that despite strong equity performance and elevated valuations, investor caution remains high due to concerns about long-term interest rates, Fed independence, and geopolitical risks.

Brian Nick, Managing Director, Head of Portfolio Strategy, discusses how markets are treading carefully as investors await comments from Fed Chair Jerome Powell.