hosted by: Ann Vaeth, Business Development Specialist
special guest: Brian Davies, Chief Investment Officer
In July, we held a Live Market Commentary with CIO of Shepherd Financial Partners, Brian Davies. We reviewed the capital markets performance for the 1st half of 2021 and discussed what could be ahead for the rest of the year.
Click on the below video to watch the presentation or to review the topics!
As always, please reach out with any questions. Be well!
Source: Factset, Bloomberg
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. 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. All indices are unmanaged and may not be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performances not indicative of the performance of any investment.
Past performance is no guarantee of future results.
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.
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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