fbpx

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 adjustments to our strategy due to the regime change. Tech/growth took a back seat to the value play this past quarter, with value outperforming. Rising interest rates have been a major catalyst in the shift. If inflation turns out not to be transitory and sticks around longer, the high valuation companies will get hit the hardest. To prepare for this, we are favoring more value-oriented companies and liquid alternatives over the high valuation growth.

Biden wants to spend $2 trillion on infrastructure and jobs. The bill will benefit industrial, clean energy, water utilities, and materials, to mention just a few. Another area we are focusing on is the housing market. Demand is there along with favorable mortgage rates, which the Fed has promised lower longer that’s if they can temper inflation. According to the 2020 generational trends report, the young and older millennials made up the largest share of home buyers since 2019, and we see that only continuing. The problem is there is no inventory to meet the demand. Supply chains have to get back on track before inventory buildup can take place. The promise of higher taxes will also create even more demand for housing in lower-tax states.

You May Also Like

Why It’s Crucial to Address Gum Disease for Overall Health

Mark McCawley, DMD, MS, FACD Tom McCawley, DDS, FACD McCawley Center for Laser Periodontics, Implants and Breath Treatment 800 E. Broward Blvd. Fort Lauderdale, FL 33301 954-522-3228 mccawley.com It’s vital to tackle gum disease promptly, as it’s not just about keeping a healthy smile but also about safeguarding your overall health. The issue begins with

Dr Tom McCawley
Give the Gift Of Health

Carolyn Zaumeyer Nurse Practitioner LowTE Florida 4540 N. Federal Highway Fort Lauderdale, FL 33308 954.791.4498 lowteflorida.com Do you or someone you know not feel or look their best? A simple hormone, vitamin and or thyroid correction could make all the difference! A blood testis the first step in getting you back to your old self

Carolyn z
Thanksgiving ABC’s

Lenore Nolan-Ryan Lenore Nolan Ryan Catering & Cooking School Galt Ocean Plaza 3311 North Ocean Blvd, Ft Lauderdale, FL 33308 954.491.2340 lenorenolanryan.com The key to pulling off the biggest meal of the year, and enjoying it is to call me! I’m here to help! Scenario: You’ve picked up the packaged dinner and it’s ready for

Laser Treatment Of Gum Disease

Mark McCawley, DMD, MS, FACD Tom McCawley, DDS, FACD McCawley Center for Laser Periodontics, Implants and Breath Treatment 800 E. Broward Blvd. Fort Lauderdale, FL 33301 954-522-3228 mccawley.com Gum disease (also known as periodontal disease) is a bacterial infection that causes the gums to detach from the teeth and the surrounding bone to be progressively

Dr Tom McCawley

Other Posts

How to Eliminate Bad Breath

Mark McCawley, DMD, MS, FACD Tom McCawley, DDS, FACD McCawley Center for Laser Periodontics, Implants and Breath Treatment 800 E. Broward Blvd. Fort Lauderdale, FL 33301 954-522-3228 mccawley.com Welcome to our new column, we are Drs. Tom and Mark McCawley. We specialize in laser periodontics, dental implants, and bad breath treatment. For 50 years we

Dr Tom McCawley
No Pep in Your Step?

Carolyn Zaumeyer Nurse Practitioner LowTE Florida 4540 N. Federal Highway Fort Lauderdale, FL 33308 954.791.4498 lowteflorida.com Let me help you get your energy back! Fatigue is the number one reason people come to LowTE Florida®. People are tired of being tired. As time goes by, our hormones naturally decline. With that, we don’t feel as

Carolyn z
Recipe for Life ABC’s

Lenore Nolan-Ryan Lenore Nolan Ryan Catering & Cooking School Galt Ocean Plaza 3311 North Ocean Blvd, Ft Lauderdale, FL 33308 954.491.2340 lenorenolanryan.com Have you ever made a recipe that just inspired your whole being…was it the dish or was it just you? I seek life like I seek out food…I live every day, I feed

Unleashing LinkedIn: Elevate Your Professional Journey

Julie TalenfeldPresident of BoardroomPR1776 N. Pine Island Road, Suite 320Fort Lauderdale, FL [email protected] As we transition from summer to fall, it seems apt to go back to basics with how we present digital ourselves in the professional sphere. We could all use a little Linkedin refresh or if you’ve ever felt unclear on where to