Collin McGee, CFA provides a look at how post-election optimism fueled U.S. markets in our November Market Review - Riding the Wave: https://lnkd.in/eNEe8Qnd #marketreview #marketrecap #financialmarkets
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As the U.S. transitions power, uncertainty around tariffs, taxes and regulation will likely dominate headlines. However, elections often generate more noise than signal for long-term investors. We investigate further in our November Market Review below.
Collin McGee, CFA provides a look at how post-election optimism fueled U.S. markets in our November Market Review - Riding the Wave: https://lnkd.in/eNEe8Qnd #marketreview #marketrecap #financialmarkets
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Get ready to dive into the latest insights on the markets! Join us for our Weekly Market Update where Managing Director of Investments, Partner, Adam N. Phillips, CFA, CAIA, CFP® and Robert Black cover these key topics: ▪️ Market Returns Year-To-Date ▪️ Recent Economic Date Update ▪️ Market's Flash Crash Review ▪️ Interest Rate Cuts Expectations Click the link below to access the Market Update now! https://hubs.la/Q02LYHGk0 #PlanForWhatsImportant #Markets #WealthManagement #EPWealthAdvisors
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The election is behind us, and we're now focused on the rest of the year and what shifting dynamics may remain in the markets. 6 Degrees Wealth's CIO, Victoria Greene, CFA, delivers our insights in this month's market brief. Read the full piece below! #markets #movingon #wealthmanagement
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#FinancialProfessionals: What's ahead for markets in Q2 2024? Join our April 18 webinar with Brian Levitt, Global Market Strategist, and Alessio de Longis, Head of Investments, Solutions, to learn what investors need to know about inflation and interest rates — and what it means for client portfolios. Register here: https://ow.ly/joie30sBvzE
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Wondering what Q4 may hold for the markets? Join our "Informed Investor: Market Outlook Q4 Webinar" with Adam N. Phillips, CFA, CAIA, CFP®, for updates on asset class performance, the U.S. economy and market factors to consider. Date: Wednesday, October 23, 2024 Time: 12:00pm PT | 3:00pm ET Sign up now for insights that can help you stay prepared: https://hubs.la/Q02SNLD10 #EPWealthAdvisors #MarketUpdate #FinancialPlanning
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Mark your calendars! 📅 High-impact news ahead on May 10th: US 30-Year Bond Auction, UK's GDP data for Q1, and more. Get ready to navigate the markets with insights from these key economic indicators! 📈💼 Risk Warning: Trading involves risk. This is not investment advice. #RichSmartFinance #TradeSmartWithRichSmart #HighImpactNews #MarketInsights #EconomicCalendar #FinancialForecast
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The third quarter was exciting in terms of economic and market activity. These first three quarters of the year have been the strongest for the S&P since 1997. The question now is, where do we go from here? In this episode of Moving Markets, JR Gondeck and David Sokolovsky, CFA, CFP share their insights and outlook for the remainder of 2024. Topics covered: • Federal Reserve Interest Rate Decision • Economic Growth • The Labor Market • Opportunities Ahead https://lnkd.in/gdnF2k-2
Moving Markets | September 2024 recap
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October was a flat month across the board in anticipation of economic data in November. Election results and Fed rate cuts have shifted the market landscape. What can we expect as we near the end of the year? Tune in to this episode of Moving Markets, where JR Gondeck and David Sokolovsky, CFA, and CFP, share their analysis. https://lnkd.in/g6MBRRAg
Moving Markets | October 2024 recap
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Are you ready to learn more about the markets? Dive into our latest Weekly Market Update featuring insights from our Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP®, along with our host, Robert Black as they discuss these key talking points: • Market Returns Year-to-Date • Fewer Rate Cuts – Good or Bad? • Quarterly Earnings Season Begins • Israel-Iran Tension & Oil Prices Stay informed & subscribe to our blog/market insight to learn about other Wealth Management Tips! #EPWealthAdvisors #PlanForWhatsImportant #WealthManagement #EPWealthAdvisors
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