In this month’s commentary, Brad Gotto, CEO of Fiat Wealth Management, sits down once again with Tim Holland, Chief Investment Officer at Orion, to talk through the latest developments shaping the market landscape.
The conversation kicks off with reflections on the current economic climate, including key themes such as slowing inflation data, the Fed’s next moves, and how earnings reports are shaping investor sentiment. Tim provides insight into why markets have remained resilient despite persistent macro uncertainty and shares his perspective on sectors that may offer opportunities heading into the summer.
Brad and Tim also touch on the importance of staying grounded during times of market noise, emphasizing long-term planning and disciplined portfolio management—especially for retirees and pre-retirees navigating an election year.
Whether you’re keeping a close eye on the Fed or just trying to stay informed, this month’s update offers practical perspective backed by research and experience.
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