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

February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot

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February 20, 2023| Banks are tightening their lending standards, this is likely not good news for the economy. Historically, this trend has led to fewer loans issued, resulting in less liquidity and more volatility. Source: thedailyshot

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February 13, 2023| Sweden’s economy is a great forward indicator and cautionary tale for the rest of the European Union. Despite the improvement in the global economy, the lack of consumer demand in select sectors, coupled with higher interest rates are having an impact on growth… not good for the European Union. Source: Gavekal

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Our Weekly Economic Snapshot: February 20, 2023

February 20, 2023| Inflation came in slightly higher than expected, with shelter costs as a major contributing factor. Despite this, we continue to believe this trend will reverse as a slowing housing market pulls down prices. Source: thedailyshot

February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot

February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot

February 20, 2023| Banks are tightening their lending standards, this is likely not good news for the economy. Historically, this trend has led to fewer loans issued, resulting in less liquidity and more volatility. 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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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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February 20, 2023| Inflation came in slightly higher than expected, with shelter costs as a major contributing factor. Despite this, we continue to believe this trend will reverse as a slowing housing market pulls down prices. Source: thedailyshot

February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot

February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot

February 20, 2023| Banks are tightening their lending standards, this is likely not good news for the economy. Historically, this trend has led to fewer loans issued, resulting in less liquidity and more volatility. Source: thedailyshot