What statistics do you watch in regards to strategies for your portfolios? Here are some of the data points we look at. #prudentwealth #investmentstrategies #engineer #financialplanning #statistics

1. Market Indicators
Paul Caylor, CDFA, CFP, CKA, RICP | President & Wealth Advisor | August 2, 2021

2. • The growth in corporate earnings has been a major driver of stock market returns over the past decade.
• Corporations have boosted profitability by cutting costs, financing themselves with low interest rates,
and increasing efficiency.
• Earnings have fully recovered from the pandemic and are expected to grow at a rapid pace.

3. • Retail sales are an important way to measure consumer spending.
• The strong consumer balance sheet and healthy labor market should continue to fuel retail sales.
• An important trend is the shift to non-store retailers, such as Amazon. This segment has seen far faster
growth than traditional retail.

4. • CPI is a commonly cited measure of inflation. It uses a basket of goods and services to track price changes
for consumers.
• In order to measure the underlying trend in inflation, rather than temporary shocks to food and energy,
economists often focus on Core CPI.
• Inflation has begun to heat up as the economy reaches new historic peaks.

6. PrudentWealth Disclosures
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra
Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Prudent Wealth is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not
provide tax or legal advice. https://www.kestrafinancial.com/disclosures