8.18.26
About this episode
The episode discusses shifting market signals, consumer behavior, and AI spending opportunities while focusing on retirement portfolio management.
The market keeps making new highs, but the signals underneath the surface are starting to shift. This week, we’re watching a softer consumer, the Fed’s next clues, and a new phase of AI spending that could create opportunities beyond the biggest tech names we’re used to hearing about most often. Most importantly, we’ll explain what those changes mean for the way we’re managing portfolios for clients who are retired or approaching retirement. Hobart Wealth is a DBA of Hobart Private Capi...
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