Shownotes
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at PracticeCFO, talks with Brandon Hobson (Chief Investment Officer) and Paul Lipcius (investment committee member) about what’s happening in the markets and why it matters for dentists.
They break down the recent Federal Reserve rate cut, explain how bond yields signal what might happen next in the economy, and discuss what the steepening yield curve could mean for growth and inflation. The team also looks at today’s stock market, where high valuations and a heavy focus on just a few big tech companies may bring new risks.
Plus, they explore why international stocks are starting to outperform and how adding global exposure could strengthen your portfolio.
Whether you’re saving for retirement or planning your practice’s financial future, this episode gives you practical insights to help guide smart, long-term investment decisions.
Key topics include:
- What the Fed’s latest rate cut means for bond yields and future inflation
- Why the yield curve’s steepening could signal improving economic conditions
- The risks of sky-high U.S. stock valuations and concentrated index exposure
- How international and emerging markets are reshaping the global investment landscape
- Long-term investing principles every dentist should follow