Topics Include:
Three Reasons Why the Fed Continues to Be Late – The Federal Reserve made the splashy announcement of a 50 basis point cut to the Federal Funds rate, lowering the target rate to 5.00% from a peak of 5.50%. We believe they continue to be late on properly setting the correct interest rate policy.
The 2024 Election: Taxes, the Economy, and the Market – Headlines suggest major shifts in tax and economic policies, but the reality of a narrowly divided government will likely result in more incremental and moderate changes.
The FOMC Turns the Page on Inflation – The FOMC turned the page on inflation and started the next chapter with a 0.50% rate cut in September.
Does Your 401(K) Offer a Self-Directed Option? – 401(K) plans should not be a “set it and forget it” investment strategy, but rather, actively reviewed and evaluated as part of your entire portfolio.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
