NEWS AND INSIGHTS | VIDEO

Holly Newman Kroft Featured on CNBC’s Squawk on the Street October 13, 2026

October 14, 2026
Holly Newman Kroft, Senior Wealth Advisor

Holly Newman Kroft, Senior Wealth Advisor, joined CNBC’s Squawk on the Street with Sara Eisen and Carl Quintanilla to discuss what is driving markets and how investors can prepare for what comes next.

Four years into the bull market, the backdrop remains constructive. Corporate earnings are broadening, the economy has remained resilient, and AI investment is translating into significant capital spending. But the path ahead may be less straightforward. Interest rates remain elevated, new Federal Reserve leadership is providing less forward guidance, and the unresolved conflict with Iran could keep pressure on energy prices and inflation as the midterm elections approach.

For investors, the message is one of cautious optimism, not complacency. Staying invested remains important, but so does ensuring that today’s portfolio still reflects long-term goals. After several years of strong equity returns, allocations may have shifted and risks may be more concentrated than investors realize. This is a timely opportunity to reassess risk and rebalance portfolios, particularly with fixed income offering compelling returns amid higher interest rates.

Thoughtful portfolio management is not about reacting to every headline. It is about building the flexibility to navigate uncertainty and being ready to act when volatility creates opportunity.

Watch the full replay to hear Holly’s perspective on the road ahead and how the team is positioning for it:

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