Michael Rinaldi, CFA®
Westford, Massachusetts, United States
3K followers
500+ connections
About
Helping families and business owners grow, manage, and protect wealth through…
Activity
-
Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and…
Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and…
Shared by Michael Rinaldi, CFA®
-
In our latest Weekly Market Wrap, we examine recently released data on two key factors that are crucial to the overall economy: corporate earnings…
In our latest Weekly Market Wrap, we examine recently released data on two key factors that are crucial to the overall economy: corporate earnings…
Shared by Michael Rinaldi, CFA®
-
The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the…
The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the…
Shared by Michael Rinaldi, CFA®
Experience
-
Edward Jones
-
-
-
-
-
-
-
-
-
-
-
-
Education
Licenses & Certifications
-
-
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
National Association of Insurance Commissioners (NAIC)
-
-
Organizations
-
Economic Development Committee
Member
- PresentTown of Westford, MA
-
ESG Housing Inc
Clerk
- PresentESG Housing Inc is a Boston-based nonprofit organization dedicated to the establishment and preservation of affordable worker housing and community development for low-to moderate-income families and people. ESG Housing, which is based in Boston, Massachusetts was established as a 501(C)(3) organization in 2022. ESG Housing Inc reinvests excess earnings in its humanitarian goal as a nonprofit organization dedicated to housing. ESG Housing Foundation has a business strategy that will position us…
ESG Housing Inc is a Boston-based nonprofit organization dedicated to the establishment and preservation of affordable worker housing and community development for low-to moderate-income families and people. ESG Housing, which is based in Boston, Massachusetts was established as a 501(C)(3) organization in 2022. ESG Housing Inc reinvests excess earnings in its humanitarian goal as a nonprofit organization dedicated to housing. ESG Housing Foundation has a business strategy that will position us as one of the country's most productive and impactful nonprofit affordable workforce housing organizations.
-
UML Finance Society
President & Founder
-• Founded and grew the organization from 1 to 70+ members in two years • Created & presented investment content, built a 7 person management team, and brought in over 10 speakers
-
UML Student Managed Fund
President
-• Selected as President of the class to represent UML & speak at the annual UMass investment competition • Invested $100k in Disney in September of 2013, which has returned 11.03% annualized as of 12/31/2021
More activity by Michael
-
The stock market has delivered a stellar performance so far in 2024, touching new all-time highs again last week. If it holds onto current gains…
The stock market has delivered a stellar performance so far in 2024, touching new all-time highs again last week. If it holds onto current gains…
Shared by Michael Rinaldi, CFA®
-
Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help…
Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help…
Shared by Michael Rinaldi, CFA®
-
Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face…
Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face…
Shared by Michael Rinaldi, CFA®
-
What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock…
What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock…
Shared by Michael Rinaldi, CFA®
-
Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our…
Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our…
Shared by Michael Rinaldi, CFA®
-
Some weeks are more consequential than others in shaping the market narrative, and last week was one of them. The Federal Reserve delivered on what…
Some weeks are more consequential than others in shaping the market narrative, and last week was one of them. The Federal Reserve delivered on what…
Shared by Michael Rinaldi, CFA®
-
Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings…
Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings…
Shared by Michael Rinaldi, CFA®
-
After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share…
After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share…
Shared by Michael Rinaldi, CFA®
-
To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.
To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.
Shared by Michael Rinaldi, CFA®
-
Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary…
Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary…
Shared by Michael Rinaldi, CFA®
-
Markets over the past week continued to recover from the previous week's sharp pullback. In our view, the backdrop of softer inflation and cooling…
Markets over the past week continued to recover from the previous week's sharp pullback. In our view, the backdrop of softer inflation and cooling…
Shared by Michael Rinaldi, CFA®
-
For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be…
For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be…
Shared by Michael Rinaldi, CFA®
-
The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at…
The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at…
Shared by Michael Rinaldi, CFA®
Other similar profiles
Explore more posts
-
Melissa Tierney
Check out the Q2 2024 Business Cycle Update from my colleagues on Fidelity's Asset Allocation Research Team: https://bit.ly/4dgaMeP Many major economies, including the U.S., remained in the late-cycle expansion phase and registered hints of stabilization and even reacceleration in some areas. Expectations of monetary easing have contributed to improving global financial conditions, and worldwide manufacturing activity has firmed. China remained an outlier, as it continued to ease policy in hopes of reaccelerating from its growth slump.
-
Jose Luis Ezcurra
Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome
-
Richard Merson, CFA, CFP®
Looking for insights that could sharpen your investment strategy heading into 2025? Join PIMCO experts Libby Cantrill, Head of Public Policy and David Hammer, Head of Municipal Bond Portfolio Management at #SchwabIMPACT on November 20 for an in-depth analysis of how U.S. presidential election results may affect policy, taxes, and municipal bonds.
-
Melissa Tierney
With interest rates near a 22-year high, bonds are offering more value than they have in a long time. So, while some investors may be concerned with current economic uncertainty, Fidelity Portfolio Manager Brett Sumsion sees opportunity. By actively allocating assets to areas of the market that he believes are mispriced, Sumsion and his team are helping retirement investors navigate these market cycles. It's this kind of strategic decision-making that can enhance performance and potentially add years of income throughout one’s retirement. Check out Brett’s thoughts on fixed income here: https://bit.ly/3RIE659
-
Ronald Temple
We have published my outlook for the second half of 2024. Clearly a lot of uncertainty facing the economy and markets as we head toward 2025. The good news is that the US economy remains in very good shape with decelerating inflation likely to lead to Fed easing in 2024, Eurozone growth is likely to accelerate as the ECB eases monetary policy, and Japan appears to be at the beginning of a multi-year inflation normalization. The negatives are the ongoing housing crisis in China which has yet to elicit the demand stimulus the Chinese economy needs and geopolitical challenges in Ukraine and Middle East. Another big wildcard will be the outcome of the multiple elections on the horizon that could significantly shift policy across France, the United Kingdom, and United States. I hope you find it useful!
1 Comment -
Rebecca Carter, CIMA®
Join us for our upcoming webinar, where Matt Reynolds, Equity Investment Director, and Haran Karunakaran, Fixed Income Investment Director, will reflect on the findings from our research team's visits to swing states. They'll delve into the potential impacts of the 2024 US election on both equity and fixed income markets in the foreseeable future. This session is a must for investors seeking to navigate the election's influence on market trends. Don't miss these valuable perspectives that could help shape your investment decisions. For professional investors: https://lnkd.in/g-JSUTjf #CapitalGroup #Election #US #marketvolatility #longterminvesting
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More