Hodus Financial Group - Stifel

02/14/2023

Among the proposals floated in the State of the Union address were taxing unrealized capital gains and increasing the stock buyback tax. The unrealized capital gain tax proposal is DOA. The plan to hike the excise tax on buybacks is not totally dead but chances of it passing now are remote. That could change in a few years.

grapevinesix.s3.amazonaws.com

12/19/2022

Is your cash management strategy working for you? Stifels Smart Rate is now 4% APY.

www.stifel.com

12/13/2022

A cooler-than-expected read on the CPI all but ensures a smaller rate hike of 50bps tomorrow as opposed to a fifth-round super-sized increase of 75bps. Of course, even with this morning's report indicating a faster-than-expected retreat in headline costs, inflation still remains an ample threat to the economy.

grapevinesix.s3.amazonaws.com

11/03/2022

Stifel Smart Rate keeps your cash balances at Stifel affiliated banks through your securities account, eliminating the need to open a separate bank account.

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09/23/2022

Stifel Smart Rate protects your principal by providing FDIC insurance coverage and provides an interest rate that can be compared to other cash alternatives. The current rate is 3.00%. Contact me to learn more.

www.stifel.com

09/13/2022

In recent weeks equity markets had advanced on optimism that supply chains are easing and inflation may be cooling, giving the Federal Reserve (Fed) room to be less aggressive with its future rate hikes. However, today's inflation data topped economist estimates and solidified the Fed's case for a 75-basis-point increase in the federal funds rate at next week's meeting.

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grapevinesix.s3.amazonaws.com

07/20/2022

Quarterly earnings are starting to drop, and investors are looking for some positive news. Analysts expect S&P 500 earnings to have grown 4.2% in the second quarter compared to last year.

07/20/2022

Equity markets remain volatile with investors whipsawing between reducing exposure to risk assets as recession looms and buying on the dips, confident the Fed will – eventually – crush inflation.

2022-07-20_Economics.pdf

07/20/2022

A Senate committee is debating part of the Secure Act 2.0 which, among other things, is intended to expand retirement savings options and delay mandatory withdrawals from retirement accounts. Despite enjoying bipartisan support, the bill's prospects are muddled.

Potomac Perspective 06.22.22.pdf

07/19/2022

Equities rose today, led by advances in the communication services and industrials sectors. Read commentary from our Investment Strategy team about today's market move.

Market Pulse 7.19.22.pdf

07/19/2022

For decades, the Federal Reserve (Fed) has pursued a policy pathway to achieve and sustain a strong dollar in the global financial markets. And now, with inflation at a four-decade high, the U.S. central bank has reaffirmed that goal – at least indirectly – by raising rates to tamp down inflation and restore price stability.

07/19/2022

According to the Washington Post, President Biden may declare a national climate emergency potentially as early as this week after climate change legislation failed to make headway through Congress.

2022-07-19_Economics.pdf