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Willie Delwiche, investment strategist at All Star Charts, says that he does not believe investors will be rewarded for "being early to buy the dip," warning that changing market conditions make it that waiting in cash to see more discernible trends will avoid losses and sidestep volatility while still allowing for upside potential once it becomes …
 
James St. Aubin, chief investment officer for the Sierra Mutual Funds, says that investors can win right now by not losing, and while holding cash won't keep pace with high inflation, he says being on the sidelines waiting for the market "to show some productive trends" is a sound strategy for current conditions. St. Aubin says that while the Feder…
 
Abhay Deshpande, founder and chief investment officer at Centerstone Investors, says that international stocks are already looking like good values but are likely to be priced even better with another drop from here, but it is creating "a dream scenario for anyone who has a three- to five-year time horizon," so while he sees the proverbial blood ru…
 
Wade Pfau, professor of retirement income at The American College of Financial Services and the nation's preeminent expert on reverse mortgages, says that retirees are facing a delicate balancing act right now, worrying about sequence-of-return risk -- which is heightened during times of bear markets and high volatility -- but also how to fund reti…
 
Crit Thomas, global market strategist at Touchstone Investments, acknowledges that he is giving potentially controversial advice in suggesting that with interest rates still rising investors might look to buy longer-duration bonds, but he thinks that rates will peak soon and that investors who stay completely focused on short-term bonds will find t…
 
Simeon Hyman, global investment strategist at ProShares, says that the dividend aristocrats have grown their payouts beyond even the current levels of inflation, which makes them — along with companies that benefit from rising rate environments- the sweet spot for tilting a portfolio now. In The Big Interview, he also discusses how to tilt a fixed …
 
Thomas Samuelson, chief investment officer at Vineyard Global Advisors in Denver says that last week's inflation news and other current conditions have increased the potential for recession, and he notes that the historical decline for a bear market with a recession is 35 percent, which will have the market testing June lows and likely going deeper…
 
Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Co., says that history shows that when inflation has peaked, the stock market has bottomed, and he believes inflation peaked in June, which along with other conditions means that the bottom is in. Still, he notes that the market will be "discomfortable" as the economy …
 
Jack Ablin, chief investment officer at Cresset Capital Management, says that he believes current inflation-rate statistics are over-stating the problem, caused in part by backward-looking data mixed with the human nature of forward-looking investors. He expects a step-back in inflation measures, though it may be 2023 before that happens. Meanwhile…
 
Jose Torres, senior economist at Interactive Brokers, says economic risks right now are "skewed to the upside," noting that gas prices could reverse course in the fall; with the market showing Tuesday that it can't handle service prices rising even as oil prices fall, Torres says that the picture could get ugly if gas prices rise and other prices k…
 
Carly Garner, senior commodity strategist at DeCarley Trading says that "despite all the scary fundamental stories and headlines we read," the cache of money that investors have now will be put to work in stocks to bonds, creating enough momentum to overcome the emotion and volatility she expects for the market in the next year. She also believes t…
 
Money Life wraps up its interviews fro FinCon 2022 in Orlando with eight different talks today, finishing with Joe Saul-Sehy of the Stacking Benjamins podcast, who notes that in his years attending the meeting of bloggers, podcasters and content creators he has seen a change in the Financial Independence, Retire Early crowd, where many people enjoy…
 
Cheryl Pate, senior portfolio manager for the Angel Oak Financial Strategies Income Term Trust, says that community banks stand out as a part of the financial sector that is poised to benefit into 2023, as banks will likely see the bulk of continuing rate hikes fall directly to the bottom line. Still, she favors bonds to stocks in the sector. When …
 
Chuck heads to Orlando for FinCon '22, the annual conference of content creators, financial coaches, educators and more, and he samples some of the expertise speaking with Doug Nordman of MilitaryFinancialIntelligence.com about whether veterans have been treated any differently by the market in this downturn, Monica Scudieri of GrabYourSlice.com, J…
 
Legendary investor and noted philanthropist David Rubenstein of The Carlyle Group says that today's inflation feels like the 1970s, a time that taught investors that it is hard to get inflation out of the system. That has left the economy "treading water," trying to get comfortable with how the situation will play out before it can move forward; in…
 
Christine Benz, director of personal finance and retirement planning for Morningstar Inc., says that recession-proofing your portfolio and making it inflation-resistant requires different actions, but the biggest similarity to both processes is that investors need a plan that they can ride out until conditions improve. She notes that flip-flopping …
 
Joe Quinlan, head of CIO market strategy for Merrill and Private Bank at Bank of America, expects heightened volatility with the market mostly flat until the point when the market anticipates that the Federal Reserve's tightening cycle is about to end, at which point "markets will swing back toward the green. ... The sooner Jay Powell gets it done,…
 
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