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

With Patrick Huang – Director of Investments + Wealth Management for Source Financial Advisors and Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO.

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July 29, 2022 | Yet another sign of the housing market slowing: Boise, one of America’s Hottest “Zoomtowns” is seeing its housing market stop. “61% of listings had a price cut in June.” – WSJ. Changes like these reinforce the notion the housing market has already flipped.

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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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Our Weekly Economic Snapshot: August 5, 2022

August 5, 2022 | Seeing a noticeable divergence in sentiment between US high income earners and their middle and low-end peers. High incomer earners account for ~40% of all spending. Something to watch: A further deterioration by this crucial group could mean storm clouds ahead. Source: Morgan Stanley

August 5, 2022 | US consumers withdraw from savings, pushing the savings rate lower. Consumers depleting their savings is not good in the long-term, but in the near and medium term this will have a positive effect on corporate profits. Less Savings = More Spending = Higher profits. Source: @thedailyshot

August 5, 2022 | I The Bank of England raised interest rates by 0.50%, their most aggressive move against rising inflation. More importantly the BOE is now publicly forecasting a recession Trouble ahead for the EU. Source:
@thedailyshot

August 5, 2022 | Investors typically use labor markets to confirm what has already been suspected… Going straight to the horse’s mouth sometimes helps to get a jump on labor market data …and things don’t look good. Source: NFIB Survey

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

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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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April 22, 2022 Read Full Quarter 1 Report Here

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December 31, 2021 ​Read Full Quarter 4 2021 Report Here

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August 5, 2022 | Seeing a noticeable divergence in sentiment between US high income earners and their middle and low-end peers. High incomer earners account for ~40% of all spending. Something to watch: A further deterioration by this crucial group could mean storm clouds ahead. Source: Morgan Stanley

August 5, 2022 | US consumers withdraw from savings, pushing the savings rate lower. Consumers depleting their savings is not good in the long-term, but in the near and medium term this will have a positive effect on corporate profits. Less Savings = More Spending = Higher profits. Source: @thedailyshot

August 5, 2022 | I The Bank of England raised interest rates by 0.50%, their most aggressive move against rising inflation. More importantly the BOE is now publicly forecasting a recession Trouble ahead for the EU. Source:
@thedailyshot

August 5, 2022 | Investors typically use labor markets to confirm what has already been suspected… Going straight to the horse’s mouth sometimes helps to get a jump on labor market data …and things don’t look good. Source: NFIB Survey