Happy Friday!

The Fed recently raised interest rates, but that didn’t send the markets into a panic. Meanwhile, Gen X and millennials are rethinking their retirement plans.

We will cover those topics and more in today’s edition of Weekly Digest…

In case you missed out, here are the articles we published over the past few days: 👇

➡️ The Fed recently raised interest rates—something it hadn’t done in over 3 years. Despite this, companies continue to invest, banks continue to lend, and earnings keep climbing.

➡️ Food service giant Aramark (ARMK) saw its shares rise by 45% this year, primarily due to its exposure to the AI boom.That said, its AI boost might not be enough to push it past high investor expectations.

➡️ Pizza Hut grew rapidly without bearing the full cost of expansion. The secret behind its rapid growth reveals something that financial advisors should watch out for when evaluating opportunities.

➡️ Effective communication isn’t about witty lines or captivating promotional language. It’s about eliciting an emotional response from prospects. Here’s how advisors can do that effectively.

Meanwhile, here are other pieces of news and information you might find interesting:

• Eligible children are now registered to the Treasury Department’s “Trump Accounts.” Here’s what your prospects and clients need to know.

• Gen X and millennials are rethinking their retirement plans amid fading confidence and rising cost of living.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

Our daily analysis only scratches the surface of the insights we provide. If you want access to in depth and cutting edge analysis of market trends and undervalued stocks, become an FA Alpha Member today!