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Your weekly market update. Learn how strong equity momentum powered by AI and technology stocks balanced against inflationary pressures.

I met with the team that distributes one of the fixed income mutual funds that we use in client portfolios. We were discussing their exposure to the riskier parts of the credit markets which had increased notably. I mentioned that I was perfectly comfortable with the positioning because this is the riskiest allocation within my fixed income sleeve. They were surprised. For most of their clients, this same fund is considered one of the least risky holdings.

I met with the team that distributes one of the fixed income mutual funds that we use in client portfolios. We were discussing their exposure to the riskier parts of the credit markets which had increased notably. I mentioned that I was perfectly comfortable with the positioning because this is the riskiest allocation within my fixed income sleeve. They were surprised. For most of their clients, this same fund is considered one of the least risky holdings.

Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Bloomberg in the article, “With Inflation on Rise, I Bonds Are Luring Investors Again”

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was featured by Reuters in the article, “Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally”