hosted by: Business Development Specialist, Ann Vaeth
special guest: Chief Investment Officer, Brian Davies
Current market volatility may seem overwhelming. In this 35-minute Market Update, Brian Davies breaks down key economic indicators. These indicators enable us to better understand where we are with the markets today and where the markets may be headed. The analysis looks at data – past and present – to provide a data-driven analysis void of news headline hype.
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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with a qualified investment or tax professional before taking any action.
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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners’ Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. Shepherd Financial Partners does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
The content is developed from sources believed to be providing accurate information.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Tracking #: 1-05295268