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By a Whisker

June 11, 2023

From the desks of Stanley Katz & Lauren Madera

STAY SAFE & HEALTHY!

All three major US stock market indices posted gains by a whisker last week (i.e., DJIA: +0.34%, S&P 500: +0.39%, Nasdaq: +0.14%). The US stock market seems sanguine now that the debt ceiling issue has been resolved. What should we worry about next? The Federal Reserve will be meeting this Wednesday. For the moment, the consensus seems to feel a pause in interest rate hikes could be on the table. Click the Capital Group link below for a “broader” perspective.

It is that time of the year when the school of thought “sell in May and go away” comes to mind. As June has come upon us, perhaps you should read the BlackRock epistle below to arrive at your own conclusion.

Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.

Capital Group:

  • Stock market outlook: Broader opportunities emerge

BlackRock:

  • Will Selling in May Work This Year? Maybe Not.

Schwab:

  • Market Snapshot | June 2023

Argus:

  • Coming up Roses (Maybe): Our Monthly Survey of the Economy, Interest Rates, and Stocks

J.P. Morgan Asset Management:

  • How can private infrastructure fit in my portfolio?

Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500

Investing involves risk, including the possible loss of principal. The information contained herein has been prepared solely for informational purposes. Nothing contained herein should be construed as a recommendation to either buy or sell any security or economic sector, or implement any strategy discussed. Please consult with your financial advisor, accountant, and/or attorney before acting on this information. ClientFirst Financial Strategies, Inc. is a DBA of OneSeven, LLC (OneSeven).  OneSeven is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).  Registration with the SEC does not imply a certain level of skill or training.  Securities offered through Fortune Financial Services, Inc. (Fortune), Member FINRA/SIPC.  OneSeven and Fortune are separate entities.  Investment Products are Not FDIC Insured, Offer No Bank Guarantee, and May Lose Value.

OneSeven and Fortune do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third parties.

Filed Under: Latest News

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Disclosures: OneSeven (“OneSeven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name ClientFirst Financial Strategies (“ClientFirst”), a DBA of OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

This website is intended to provide general information about OneSeven and its team. It is not intended to offer investment advice or to recommend the purchase or sale of any investment product. Information is provided to learn about our advisory services and our people, as well as to contact us for further information.

Market data, articles, and other content on this website are based on generally available information and are believed to be reliable. OneSeven does not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.

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