Investment Clues for Long-Term Thinking

Retire In Texas

The impact that inflation is having on consumer costs can’t be overstated, and it is affecting the daily lives of Americans everywhere.

In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, explores the intricacies of the current economic landscape, providing valuable insights on navigating investment strategies amidst rising inflation and market uncertainties. He discusses the importance of diversification, analyzes the performance of stocks, bonds, and cash, and introduces the concept of a "core-satellite portfolio" for optimizing risk and opportunity in today's dynamic market environment.

Today’s show highlights include:

*Why the economy in early 2024 was focused on inflation, influenced by rising costs such as auto insurance and repairs.

*The current trend of rising prices leading to automation, as seen with McDonald's introducing fully automated restaurants to combat labor costs.

*Why bonds were expected to perform well due to lower interest rates, but how the Federal Reserve's delay ended up impacting returns negatively.

*A breakdown of the "core-satellite portfolio" strategy.

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