hosted by: Business Development Specialist, Ann Vaeth
special guests: Chief Investment Officer, Brian Davies,
and Wealth Advisor and Portfolio Manager, Sam Shepherd
Grab a cup of joe and listen as Brian and Sam discuss financial trends for 2023.
- Domestic bias in investing (0:00)
- Consumer spending trends (2:34)
- Housing market downturn (5:12)
- Expected Fed actions (7:35)
- Corporate earnings slowdown (9:58)
As always, we welcome your questions and comments.
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.
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.
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