South Carolina, US, 30th May 2022, ZEXPRWIRE, In her latest market commentary, Shari Bevan of Bevan Wealth and Tax Strategies reports on the current state of the markets and what investors can expect in the coming months. Bevan discusses how the Covid-19 pandemic has impacted global economies and investment strategies. Additionally, Shari Bevan provides an overview of key market indicators such as stock prices, interest rates, and exchange rates.
Bevan suggests that investors remain cautious in these uncertain times but continue to look for opportunities to grow their portfolios. According to Shari Bevan, while the earnings season was reasonably strong, it was not enough to save markets from a challenging month. Bevan notes that inflation came in at another multi-decade high, and traders are on the cusp of pricing in the most aggressive rate hike seen by the Federal Reserve in nearly three decades.
In recent months, the market has been on a roller coaster ride, and there are no signs of slowing down. While many factors have contributed to the volatility, Bevan cites the macroeconomic situation as one of the biggest culprits. The ongoing war in Ukraine, coupled with supply chain disruptions and labor shortages, has led to inflation reaching its highest level in 40 years. This, in turn, is likely to lead to higher interest rates, which could further impact the market. Additionally, new Covid-19 lockdowns in China are likely to cause additional disruptions to supply chains and add fuel to the already-high inflation rate. With all of these factors at play, it’s no wonder that the stock market is having such a tough time.
April was a big month for earnings reports, with many companies releasing their quarterly results. Overall, the results were reasonably strong, with more than 80% of companies beating analysts’ expectations. However, it wasn’t enough to save the markets, as investors were focused on outlook and commentary. For example, Apple said it would face up to $8 billion in losses due to restrictions in Shanghai. This bold statement drew more attention than the fact that Apple’s revenue grew nearly 9% year over year and beat analyst estimates. Another example is Amazon, which had a disappointing report, with the company’s first net loss in 4 years.
In the report, Bevan advises investors to be mindful of their cash flows. Given the combination of (i) inflation eating away at purchasing power and (ii) the recent increase in yields, the current environment may offer the opportunity to put any extra, investable cash to work in a short duration fixed income.
Bevan says that taking advantage of the recent draw-down, which has brought some equity valuations back to earth, may be a wise move. While attractive valuations don’t guarantee near-term performance, they can undoubtedly factor into performance over the medium to long-term. Ultimately, Bevan urges investors to take a close look at their portfolios and make decisions that align with their goals and risk tolerance.
Bevan Wealth and Tax Strategies is a wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. They work with their clients to develop personalized strategies to help them achieve their financial goals. They offer a comprehensive range of services to help their clients grow, protect, and preserve their wealth. From retirement planning and estate planning to investment management and tax strategies, they offer a holistic approach to wealth management.
Shari Bevan is the head of Bevan Wealth & Tax Strategies company. She has more than 20 years of experience working in finance and law, during which time she has helped 500 clients plan their estates while managing wealth from those plans – including designing high-profile legal cases! Ms. Bevan also holds ChFC (Chartered Financial Consultant) qualifications and CLU Designation. As a result of her experience and qualifications, Ms. Bevan is uniquely positioned to help her clients protect and grow their wealth. In addition to estate planning, she also offers tax planning services, helping her clients minimize their tax liability.
Investment advisory services offered through Change Path, LLC, an Investment Advisor. Bevan Wealth & Tax Strategies and Change Path, LLC are not affiliated.
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Sahyadri Times journalist was involved in the writing and production of this article.