Midyear Market Checkup: Navigating Uncertainty with Keith Lanton

June 26,  2023  | Season 5, Episode 21"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern