Asset Strategy Network

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward, and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2023 First Quarter Market Review!

Featuring: Managing Director of Asset Strategy Kent Fitzpatrick AIFA®️, GFS®️, CBFA, CEO of Boston Pads Demetrios Salpoglou, President of SPOA Allison Drescher, and Vice President of SPOA Amir Shahsavari Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

The April 2023 issue of MoneyLetter explores the questions that are facing the economy and investors, and how the markets are forging ahead despite the uncertainty. You'll also find a step-by-step explanation of Dollar Cost Averaging, a sensible strategy for volatile times. These two feature stories are recorded by MoneyLetter's publisher Brian Kelly. Listen now!

The Omnibus Act passed through the Senate greenlighting the Secure Act 2.0. A lot has changed this year, and this is a change that is for sure going to have a rippling effect on your portfolio now and in this new year. If you've been going at it alone on your financial plan, this can be a piece of daunting news, you'll have to scour the legislative documents and find out how to reorganize your plan and timelines so that you don't make costly mistakes. However, this legislation doesn't have to be daunting. In fact, if you know what's in it, and how to navigate it, you can actually improve your financial situation. And that's why we're here to discuss these changes, talk about the future of your retirement and show you that the right partner by your side can help you get through retirement. Featuring: Managing Director of Asset Strategy KENT FITZPATRICK AIFA®️, GFS®️, CBFA and Director of Retirement John D. Gentry, CFP®, CEBS®, AIF®, C(k)P® Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2022 Annual Market Review!

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. In this podcast, Kent discusses Asset Strategy's 2022 Third Quarter Market Review!

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the Fed and Inflation. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, rate hikes, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, rate hikes, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, rate hikes, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, rate hikes, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and the Fed. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and CPI. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500, inflation, and CPI. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty, inflation, and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Wall Street closed lower last week as investors weighed mixed earnings data against increased certainty of aggressive interest rate hikes by the Federal Reserve. It was the third straight week of losses for the S&P 500 and the Nasdaq, while the Dow declined for the fourth consecutive week. The hawkish stance taken by the Fed has equities, particularly tech and growth shares, retreating. The small caps of the Russell 2000 fell the furthest last week, followed by the Nasdaq, the Global Dow, the S&P 500, and the Dow. Among the market sectors, only real estate and consumer staples posted weekly gains. Ten-year Treasury yields rose by 8 basis points as bond prices slid lower. Crude oil and gold prices declined, while the dollar advanced.

The Consumer Price Index, which is a measure of the average change over time in the prices paid for a basket of goods and services, increased 8.5% over the last 12 months. This is the largest 12-month increase since December 1981! As a result, the main question becomes: Is this peak inflation? If it is, the follow up question becomes: When will the market price in that inflation has peaked? For the week ahead, we get a bunch of housing data. With a 30-year fixed rate mortgage now greater than 5%, how does the housing market react in the months ahead? This is important because housing is a big source of growth due to knock-on effects. Realtors' commissions increase their discretionary spending; rising sales mean more homes need to be inspected and insured. New homes need to be furnished and existing homes tend to be updated and personalized once the new owners move in.

Stocks lost value last week as each of the benchmark indexes listed here finished lower. The Nasdaq and the Russell 2000 were hit the hardest, followed by the Global Dow, the S&P 500, and the Dow. Ten-year Treasury yields jumped 34 basis points as bond prices slid lower. The dollar strengthened against a bucket of currencies, and gold prices climbed higher. Crude oil prices declined by $1.66 per barrel over the week. Most of the market activity was influenced by the release of the minutes from the last meeting of the Federal Open Market Committee, which revealed the Fed's intend to aggressively target inflation with monetary-policy tightening. The minutes also indicated that, but for the disruption of Russia's invasion of Ukraine on global markets, the Fed would have raised interest rates by 50 basis points last month.

Stocks closed generally higher last week, with only the Dow failing to post a gain. As has been the case since the end of February, investors have had to weigh the impact of the Russia-Ukraine war on the economy in general and inflation in particular. Adding to the list of concerns is the Federal Reserve's monetary policy in response to surging inflationary pressures. Among the market sectors, real estate, utilities, and consumer staples were the best performers. Unlike the Dow, which slid 0.1% the Nasdaq and the Russell 2000 gained over 0.6%, while the Global Dow eked out a minimal gain. Crude oil prices fell more than $13.00 per barrel last week as worries over fuel shortages abated somewhat. Ten-year Treasury yields slipped as bond prices rose. Gold prices and the dollar also declined.

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the S&P 500 these past few weeks, and what it might mean for weeks to come. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses the hawkish Fed, the continued fighting in Ukraine, and oil prices. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes

Certified Investment Management Analyst and Asset Strategy's Director of Research, Rosario “Sal” Salamone discusses geopolitical uncertainty, inflation, and volatility. Advisory services are offered through Asset Strategy Advisors, LLC (ASA), an SEC-registered investment adviser. Insurance services are offered through Asset Strategy Financial Group, Inc. (ASFG). CIS, ASA, and ASFG are separate companies, all of which are independent of Anchor, Google Podcast, Spotify, & iTunes