On The Markets
Interest Rates
Our firm's Managing Princiapls Daren Blonski CFP® and Chris Sipes CFP® break down the confounding interest rate environment on this week's episode of our show On The Markets:
• If you owned the top 5 best performing S&P stocks in 1999 before the Dot Com Bubble burst and held those positions for a decade, only ONE outperformed CASH. What that fact may be telling us about current market concentration.
• Why stock ownership as percentage of overall household wealth is at an all time high.
• Tracing the massive impact that Federal Reserve interest rates have on both the housing market and the stock market.
• Decoding the illogical scenario the market currently faces where the Fed is cutting interest rates, but mortgage interest rates continue to go higher.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
• If you owned the top 5 best performing S&P stocks in 1999 before the Dot Com Bubble burst and held those positions for a decade, only ONE outperformed CASH. What that fact may be telling us about current market concentration.
• Why stock ownership as percentage of overall household wealth is at an all time high.
• Tracing the massive impact that Federal Reserve interest rates have on both the housing market and the stock market.
• Decoding the illogical scenario the market currently faces where the Fed is cutting interest rates, but mortgage interest rates continue to go higher.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
- Broadcast on:
- 10 Jan 2025
Our firm's Managing Princiapls Daren Blonski CFP® and Chris Sipes CFP® break down the confounding interest rate environment on this week's episode of our show On The Markets:
• If you owned the top 5 best performing S&P stocks in 1999 before the Dot Com Bubble burst and held those positions for a decade, only ONE outperformed CASH. What that fact may be telling us about current market concentration.
• Why stock ownership as percentage of overall household wealth is at an all time high.
• Tracing the massive impact that Federal Reserve interest rates have on both the housing market and the stock market.
• Decoding the illogical scenario the market currently faces where the Fed is cutting interest rates, but mortgage interest rates continue to go higher.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
• If you owned the top 5 best performing S&P stocks in 1999 before the Dot Com Bubble burst and held those positions for a decade, only ONE outperformed CASH. What that fact may be telling us about current market concentration.
• Why stock ownership as percentage of overall household wealth is at an all time high.
• Tracing the massive impact that Federal Reserve interest rates have on both the housing market and the stock market.
• Decoding the illogical scenario the market currently faces where the Fed is cutting interest rates, but mortgage interest rates continue to go higher.
Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Videos available on our YouTube Channel: https://www.youtube.com/playlist?list=PLaOjL6z16wjV2_CTStzc36Y5JtiwhVoGJ
________________________
Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.