Market Updates
January 8, 2024
2023 Recap- Focus on the Facts
March 15, 2023
Market Updates with Russell Riggan
October 24th, 2022
Market Updates with Russell Riggan
Having concerns with volatility affects your portfolio is normal. Therefore, we emphasize the importance of a tailored financial plan focused on long-term financial goals. Over time, dips such as these should feel like mere bumps in the road. We are here to provide you not only with insight but also with advice on how we can help manage the effects of – and capitalize upon – the markets' movements.
*This event is designed to shed some light on current volatility, inflation, interest rates, and how long it'll take to recover moving forward.
October 17th, 2022
Economic & Market Update with Joshua Feuerman, CFA
For many Americans, 2022 has been very disappointing with the Omicron variant prolonging the pandemic, sharply rising inflation and interest rates, falling stock prices and the shock of Russia's brutal invasion of Ukraine. These factors, combined with a still very partisan political environment, have driven consumer sentiment down to its lowest level on record.
When investors feel gloomy and worried about the outlook, their natural tendency is to sell risk assets in general and stocks in particular. However, history suggests that trying to time markets in this way is a mistake.
Joshua Feuerman, the managing director of JPMorgan, will give us highlights of the major themes and concerns that are currently impacting investors and clients.
ABOUT JOSH:
Josh joined the firm in 2012 from Foundation Capital Partners where he served as Chief Risk Officer. Previously, Josh ran his own investment firm, Btn Partners, where he managed a quantitative market neutral hedge fund.
Prior to founding Btn Partners, Josh was Vice Chairman of the Investment Committee and Head of Global Quantitative Equities at Deutsche Asset Management. Josh was also Head of Active International Equities at State Street Global Advisors in Boston and an adjunct lecturer in the Finance Department at Pace University.
Josh holds an A.B. in Economics and Romance Languages from Bowdoin College and an M.B.A. in Finance from the University of Chicago Graduate School of Business.
September 19th, 2022
Client Security Presentation
As most IT experts would profess, cybersecurity is one of the hottest topics in the world of technology. Forbes estimated that cybercrime rates had seen a 50% increase in corporate networks in 2021 alone.
Given such proliferation of cybercrime, it is incumbent on all businesses and individuals to protect sensitive information. This is especially true in matters so vital as someone’s financial wellbeing.
In that spirit, we invite you to a special Cybersecurity Briefing. The briefing will educate you on the latest cybersecurity attacks, explain how Raymond James protects your data, offer suggestions to improve your own security, and field your cybersecurity-related questions:
Event Details:
September 22nd at 12pm (CST)
June 9th, 2022
Economic & Market Update with James Camp
CLICK HERE TO VIEW OUR RECORDING
June 2nd, 2022
Economic & Market Update with Chad Dziedzic
CLICK HERE TO VIEW OUR RECORDING
Raymond James is not affiliated with and does not endorse the opinions or services of Chad Dziedzic or BlackRock.
Retirement
Retirement is often talked about as an end. It’s the end of one’s career. It’s the last stage of one’s life. It’s the end game. You might be focused on how to prepare for retirement, which is critically important. But if you’re looking at retirement as the final goal, then you might not be preparing in the best way.
This presentation can help you navigate 8,000 days of retirement. If you’re ready to share 30 minutes or so with Bill McManus and myself on May 19th at 4:30 pm (CST), we’re ready to share some knowledge with you.
I believe you’ll find this conference call both informative and enjoyable.
Join Raymond James Zoom Meeting
Password: 185590
Dial: US: +1646-876-9923 or 877-853-5247 (Toll Free)
Meeting ID: 710 361 9619
September 16th at 3pm
Marketing Conference call with Chad Dziedzic
Chad Dziedzic is a Director and the Market Leader for Blackrock in TX
He has been in the industry for over 20 years and has delivered more than 2200 presentations on markets and Social Security the past 15 years.
Chad has been married 13 years to his wife, Lena. They live in Frisco, TX and have a 10-year old daughter and 7-year old son.
CLICK HERE TO VIEW OUR RECORDING
Dial-in Number: (267) 807-9610
Access Code: 439-510
November 18th at 3pm
Marketing Conference call with Emory Sanders
Emory W. (Sandy) Sanders, Jr., CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management. He is the co-leader of the Core Value Equity Team, which manages large cap core, all cap core, large cap value and global focus strategies. He is the lead portfolio manager of the US Large Cap Core and All Cap Core Strategies and is also the co- manager of the Global Focus, Large Cap Value and Strategic Balanced Yield Strategies. He was most recently a director, portfolio manager and senior equity analyst with the large cap equity research team at Wells Capital Management. He began his career with Evergreen Investments. He is a member of the CFA Society Boston, Inc. and a CFA charter holder.
Education: University of Vermont, BS, 1996
Joined Company: 2010
Began Career: 1997
Dial-in Number: (267) 807-9610
Access Code: 439-510
