Replay of the Mustard Seed Advisors' Conference Call with Goldman Sachs on April 28th, 2020
We received very positive feedback on our call with Galey Gravenstein of Goldman Sachs, an engaging and energetic 40-minute presentation.
- Common questions were answered in everyday, easy-to-understand language.
- Clarity was provided using both data and helpful metaphors.
- Investment themes were presented, providing a number of strategies to consider during this event-driven recession.
Rachel Nohlgren of Mustard Seed Advisors concluded the call, describing tangible ideas, with examples, of how we help our clients implement timely tax and investment strategies during this period of volatility. We encourage you to check out the replay and share it with others should you find it informative and helpful.
Click here for replay:
https://raymondjames.zoom.us/rec/share/2JxKCrytxzxLb7fo5wbnCvU7E7nkT6a8g3NKr6ANyU1qHchcJQF2wUc-cHS2LJ2k?startTime=1588097312000
Reach out to us by email at: MustardSeedAdvisors@RaymondJames.com, or by phone 727-567-7333, if there are any ideas you wish to discuss.
Disclosures:
Past performance is not a guarantee of future results. Opinions expressed are not necessarily those of Raymond James. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. It is not possible to invest directly in an index. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. Sector investments are companies engaged in business related to a specific sector, for example, tech and communications industries. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification. Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. Municipal securities typically provide a lower yield than comparably rated taxable investments in consideration of their tax-advantaged status. Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Please consult an income tax professional to assess the impact of holding such securities on your tax liability. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Unless certain criteria are met, Roth IRA owners must be 59½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Additionally, each converted amount may be subject to its own five-year holding period. Converting a traditional IRA into a Roth IRA has tax implications. Investors should consult a tax advisor before deciding to do a conversion. Zoom (ZM) is not closely followed by Raymond James Research and Raymond James makes a market in the following securities: Alibaba (BABA), Amazon (AMZN), and Zoom (ZM).
