hosted by: Business Development Specialist, Ann Vaeth
special guest: Chief Investment Officer, Brian Davies
Welcome to our new video format called Coffee Commentary!
These videos are designed to be less than 5 minutes and will cover a single topic or two. Our intent with this new format is to provide market information in a casual and accessible way.
Our first Coffee Commentary covers the debt ceiling.
Please let us know how you like the new format!
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.
Tracking #: 1-05187301