The Year Ahead
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com The S&P 500 had a phenomenal year in 2021, ending a three-year run where it averaged an almost 24% annualized return. The last time consecutive annual returns were this strong was during the late 1990s. After periods, especially extended ones,
Inflation Is Real?!
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com This past month solidified what we all knew to already be true, inflation is not transitory. Fed chairman Jerome Powell acknowledged this when he changed his tune during a congressional hearing stating that it was, “probably a good time to
It’s Holiday Time!
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com Third quarter earnings season was just what the doctor ordered to get the market out of its September doldrums. October started out strong and ended as the highest returning month since November 2020. Earnings results remained robust as over 80%
The Wayward Market
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com The market as measured by the S&P 500 was roughly flat during the third quarter. However, when examining the period in more detail, the performance was anything but boring. Market sentiment picked up where it left off in the second
New Kids on the Block
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com In all my years as a money manager, I have not experienced a market quite like this. The market continues to plug along with extremely low levels of volatility as investors chant their TINA (there is no alternative to stocks)
What’s Under the Hood?
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com Some investors think that having a portfolio of ten different mutual funds automatically provides risk mitigation or diversification. One of the things that people experience in that type of portfolio is a lack of focus or attention. The chances are
They Said it Would Look Like the Roaring ’20s!
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com As we finally start getting back to our lives and removing our masks, unemployment numbers are declining, companies continue to report more robust numbers, people are getting paid more, and summer is officially here. People are feeling very, very comfortable
Back to reality!
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com The fundamental story we have been talking about for a couple of months is the rotation from growth to value. It is not just the biggest tech companies anymore. We have seen more selling the news in the tech sector
Growth to Value & Alternatives
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com For the past ten years, with value lagging, our allocation approach has been geared more towards growth than income. We have taken a total return approach, especially when it comes to our income-dependent retirees. This year we have made significant
When the lights go out in the city!
Margaux Fiori CEO, Fiori Financial Group, Financial Advisor, RJFS 205 SE 20th St, Fort Lauderdale, FL 33316 954-763-2600 According to the federal reserve data, U.S. commercial property debt climbed to an all-time high of $3.06 trillion. Working from home for many is likely here to stay. While the eviction moratorium is a band-aid for
Is Santa Coming To Town This Year?
Margaux Fiori FFG Fiori Financial Group 205 SE 20th St. Fort Lauderdale, FL 954.763.2600 www.fiorifg.com People ask me all the time what keeps me up at night? Besides the obvious one of “when will this pandemic end?” The more important one is “how will we look on the other side?”. With so many businesses