Description

Headlines around the Fed’s Jackson Hole speech always seem dramatic. But how much do these events really matter for your portfolio? In this episode, host Chris Galeski sits down with Chief Investment Officer Meghan Pinchuk to unpack what’s behind the headlines, why the market reacts the way it does, and how they approach portfolio management without getting caught up in the noise.

Tune in if you’re interested in…

• Why markets swing on Fed comments, even when nothing new is said
• The difference between short-term headlines and long-term fundamentals
• How valuations and uncertainty shape portfolio decisions
• The role of rebalancing and tax strategies in managing client accounts
• Why collaboration between advisors and portfolio managers matters for clients