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

September 23, 2022 | The Fed raised interest rates by +0.75% this week, and took a decidedly more sour view on the economy.Tune in each week for Source’s Weekly Four Pack meant to provide perspective and thoughtful insight on what we have seen throughout the week. Enjoy our 9.23.22 edition!

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September 23, 2022 | The US Dollar has increased by +15% YTD. While great for traveling abroad, it isn’t so great for US corporate profits, especially in select sectors who have more business abroad. Look for weakness in those sectors which are adversely affected by a strong USD. Source: @Quillintel, MorganStanley

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September 23, 2022 | We have previously highlighted the slowdown in the US housing market. This week though the number of multi-family home starts surprised to the upside. Housing construction is a great forward indicator of economic activity & a welcome sign. Source: @thedailyshot

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Our Weekly Economic Snapshot: September 23, 2022 

September 23, 2022 | Interest rates increased for the 5th time in 2022 leaving the benchmark interest rate at 3.25%. While investors forecasted the increase, markets did not foresee the considerable revision by the Fed who revised down US GDP expectations significantly. Source: @thedailyshot

September 23, 2022 | Speculators are listening to the Fed and have bet that in the short-term interest rates will be higher(blue). However speculators are unsure if higher short-term rates also means higher long-term rates(red). Markets are saying there may be tough times ahead. Source: @Quillintel

September 23, 2022 | The US Dollar has increased by +15% YTD. While great for traveling abroad, it isn’t so great for US corporate profits, especially in select sectors who have more business abroad. Look for weakness in those sectors which are adversely affected by a strong USD. Source: @Quillintel, MorganStanley

September 23, 2022 | We have previously highlighted the slowdown in the US housing market. This week though the number of multi-family home starts surprised to the upside. Housing construction is a great forward indicator of economic activity & a welcome sign. Source: @thedailyshot

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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August 24, 2022Read Full Quarter 2 Report Here

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April 22, 2022 Read Full Quarter 1 Report Here

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September 23, 2022 | Interest rates increased for the 5th time in 2022 leaving the benchmark interest rate at 3.25%. While investors forecasted the increase, markets did not foresee the considerable revision by the Fed who revised down US GDP expectations significantly. Source: @thedailyshot

September 23, 2022 | Speculators are listening to the Fed and have bet that in the short-term interest rates will be higher(blue). However speculators are unsure if higher short-term rates also means higher long-term rates(red). Markets are saying there may be tough times ahead. Source: @Quillintel

September 23, 2022 | The US Dollar has increased by +15% YTD. While great for traveling abroad, it isn’t so great for US corporate profits, especially in select sectors who have more business abroad. Look for weakness in those sectors which are adversely affected by a strong USD. Source: @Quillintel, MorganStanley

September 23, 2022 | We have previously highlighted the slowdown in the US housing market. This week though the number of multi-family home starts surprised to the upside. Housing construction is a great forward indicator of economic activity & a welcome sign. Source: @thedailyshot