hosted by: Business Development Specialist, Ann Vaeth
Special Guest: Chief Investment Officer, Brian Davies
From a health and safety perspective, 2020 was a challenging year. The markets also brought some challenges, yet in the end, the markets finished in a strong position. In this Market Commentary, our CIO – Brian Davies recaps 2020 and discusses the indicators we are watching as part of our investment process for the year to come.
Enjoy!
Disclosures
Source: Factset
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.