hosted by: Business Development Specialist, Ann Vaeth
special guest: Chief Investment Officer, Brian Davies
In this Coffee Commentary, Brian and Ann talk about the historic strength of the markets in recent months. This is the first time since 2012 that the S&P 500 has been up by at least 10% in consecutive quarters!
You can also read about this in Chris’s Monthly Market Wrap Up (link below) where he shows these figures in the Chart of the Month. Which sectors had the strongest month? Will the markets continue to show this and what could it mean for the future? Tune in to the Coffee Commentary or read Chris’s blog.
As always, please reach out with any questions!
Disclosures
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
Tracking #: 561922-3