hosted by: Business Development Specialist, Ann Vaeth
special guest: Chief Investment Officer, Brian Davies
At the time of this posting, the presidential election was undecided. Our CIO – Brian Davies – shares his thoughts on the current outlook, the state of the markets, and what indicators we are watching as part of our investment process.
Enjoy!
Disclosures
Data Sources: 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.
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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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