the latest market insights from

 Source Financial Advisors

Timely financial market updates and insights, designed to help you stay on top of today and tomorrow's rapidly changing landscape.


Patrick Huang - Director of Investments + Wealth Management

The Latest  From Source

Building financial confidence during critical market changes

November 14, 2022 | Global energy prices have collapsed as Europe has met storage quotas for natural gas, with many +90%. Something that many thought was impossible just 6 months ago.The battle is not over yet, a cold winter may put upward pressure on prices when gas is most needed. Source: The Economist

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November 14, 2022 | There is something odd going on in bond- land. As safer bonds are pricing in rougher waters ahead, riskier bonds continue to be hunky-dory in the current environment. Two different narratives playing out… Source: Torsten Slok

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November 7, 2022 | Inventory levels at companies in the S&P 500 are growing faster than they can sell them. Which is a signal that sales at companies are slowing down. Finding evidence that revenue numbers may disappoint moving into 2023. Source: Morgan Stanley

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Our Weekly Economic Snapshot: November 14, 2022 

November 14, 2022 | Inflation is finally cooling off… On Thursday, Nov. 10, stocks had their best day since Apr. 2020. Home prices are falling faster than in ’08… AND weaker home prices are still not reflected in the inflation data. This could prompt further downward pressure on inflation. Source: thedailyshot

November 14, 2022 | Mid-Term elections were last week and the ‘red wave’ that was predicted crumbled as many Republicans underperformed expectations. Control of the Senate goes to the Democrats (as of 11.13), while the House remains up for grabs as votes continue to be counted. Source: CNN

November 14, 2022 | Global energy prices have collapsed as Europe has met storage quotas for natural gas, with many +90%. Something that many thought was impossible just 6 months ago.The battle is not over yet, a cold winter may put upward pressure on prices when gas is most needed. Source: The Economist

November 14, 2022 | There is something odd going on in bond- land. As safer bonds are pricing in rougher waters ahead, riskier bonds continue to be hunky-dory in the current environment. Two different narratives playing out… Source: Torsten Slok

Thought Leadership: Key Articles & Insights

As the Director of Investments + Wealth Management, Patrick brings 10+ years of experience in managing portfolios for both private clients and institutions. Patrick is a leader on the investment team and is responsible for setting investment philosophy and directing the investment process. His expertise lies in overseeing the strategic and tactical asset allocation decisions across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds.

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Spending and the Pandemic: Over the past 75 years, American consumer spending has had a clear, distinct trend line: There has been a lot more spending on services and a lot less spending on goods. You might say we as a country have been putting more money toward experiences than things. This trend has been so pronounced, in fact, that by the end of 2019, $0.70 of every dollar spent was going towards services, leaving just $0.30 for goods.

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Patrick Huang, Director of Investments + Wealth Management for Source Financial Advisors highlights the current financial market volatility and where opportunity might lie in bolstering client investment portfolios.

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Portfolio Moves: Fixed Income and Tax Harvesting

Michelle Smith – CEO, CDFA® and Patrick Huang – CAIA® | Director of Investments and Wealth Management of Source Financial Advisors, lead you through their perspective of the current financial market volatility.

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Michelle Smith – CEO, CDFA® and Patrick Huang – CAIA® | Director of Investments and Wealth Management of Source Financial Advisors, lead you through their perspective of the current financial market volatility.

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August 24, 2022 Read Full Quarter 2 Report Here

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August 24, 2022Read Full Quarter 2 Report Here

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November 14, 2022 | Inflation is finally cooling off… On Thursday, Nov. 10, stocks had their best day since Apr. 2020. Home prices are falling faster than in ’08… AND weaker home prices are still not reflected in the inflation data. This could prompt further downward pressure on inflation. Source: thedailyshot

November 14, 2022 | Mid-Term elections were last week and the ‘red wave’ that was predicted crumbled as many Republicans underperformed expectations. Control of the Senate goes to the Democrats (as of 11.13), while the House remains up for grabs as votes continue to be counted. Source: CNN

November 14, 2022 | Global energy prices have collapsed as Europe has met storage quotas for natural gas, with many +90%. Something that many thought was impossible just 6 months ago.The battle is not over yet, a cold winter may put upward pressure on prices when gas is most needed. Source: The Economist

November 14, 2022 | There is something odd going on in bond- land. As safer bonds are pricing in rougher waters ahead, riskier bonds continue to be hunky-dory in the current environment. Two different narratives playing out… Source: Torsten Slok