Modelist

Why Hasn't the Housing Market Crashed? Despite skyrocketing mortgage rates, home prices remain stubbornly high. What's keeping the housing market afloat? We dive into the key factors in our latest blog post, complete with revealing charts on the supply and demand dynamics, soaring costs of homeownership, and the affordability challenges facing buyers. Read the full analysis here: https://lnkd.in/g5v8ARgX Some key takeaways: Demographics are driving demand Supply remains near record lows Costs of buying and owning have soared A crash looks unlikely unless a deep recession hits

The secret is finally out! We are excited to announce our partnership with Future Proof Citywide! Future Proof has always been an excellent platform for us to engage with financial advisors who seek customized investment models without the burden of extensive hands-on management. We build tailored model portfolios for advisors, and many of our current clients have connected with us through Future Proof. Future Proof Citywide will take place in Miami Beach from March 16-19, 2025, and is set to be the broadest and most significant wealth and asset management event in the world. Visit https://lnkd.in/gax4BRSD for more information. We’ll see you in South Beach in March!

The secret is finally out! We are excited to announce our partnership with Future Proof Citywide! Future Proof has always been an excellent platform for us to engage with financial advisors who seek customized investment models without the burden of extensive hands-on management. We build tailored model portfolios for advisors, and many of our current clients have connected with us through Future Proof. Future Proof Citywide will take place in Miami Beach from March 16-19, 2025, and is set to be the broadest and most significant wealth and asset management event in the world. Visit https://lnkd.in/gax4BRSD for more information. We’ll see you in South Beach in March!

In our recent blog post from April 17, we discussed the ongoing conflict in the Middle East and challenges surrounding AI valuations impacting the market. Within just two days, significant developments occurred, including an attack by Israel in Iran and a notable 10% drop in NVIDIA's stock on Friday. We have updated the charts in our blog to reflect these changes, yet our analysis remains consistent. We invite you to review the updated post. https://lnkd.in/gv9RqAXA

Read our thoughts on the recent market pullback. https://lnkd.in/gv9RqAXA

Thanks to VanEck for hosting Joe Mallen on their Trends with Benefits Podcast! Check out the conversation about industry trends and model portfolios. https://lnkd.in/gWtyFrZ4 VanEck Jan van Eck Kolman Estreicher, CIMA® Patrick Schramm Edward Lopez

Fed Cuts Rates: Market Booster or Bust? Conventional wisdom says Fed rate cuts stimulate markets, but does the data agree? Uncover the real impact on major asset classes in our latest blog post. Dive deep into what happens after the Fed slashes rates. Read now: https://lnkd.in/gFm7Aqgt

Modelist CEO, Joe Mallen, is heading to the Future Proof Retreat in Colorado Springs, Colorado on March 24. Please reach out if you'd like to set up time to connect! We're excited to show advisors how we build custom model portfolios!

Is the stock market too expensive?!?! With the S&P 500 experiencing a notable 28% rise over the past year, fueled largely by the AI revolution and amidst rising interest rates, it's crucial to dive into what this means for valuations and investor expectations moving forward. In our latest blog post, "What Happens After S&P 500 Valuations Stretch," we dive into the data of the current market scenario. As a result of the surge, the S&P 500's Price-to-Earnings ratio stands at around 24, positioning it in the 87th percentile since 1980. But there's more to the story when we consider other metrics like the Price-to-Book Ratio and dividend yields, offering a broader perspective on valuation. https://lnkd.in/g26mKXQj