Midland Wealth Management

Dan Zeigler, CFP®, CMFC®, Senior Portfolio Manager, shares October’s market insights, highlighting recent trends. The S&P 500 saw a modest dip as tech #earnings reports raised caution. Inflation is moving closer to the Fed’s target, and recent job numbers suggest a cooling labor market. With the upcoming #election and anticipated #Fed meeting, there may be important policy updates ahead. Listen to the full update here: https://ow.ly/jhwl50TZOLb. #equity #interestrates #inflation #jobs #labor #markets #wealthmanagement #financialservices

Welcome Emil Suqi! As Portfolio Manager - Team Lead, Emil manages multi-asset portfolios, crafting investment strategies tailored to the goals of high-net-worth individuals, endowments, and institutional clients. Drawing on over 15 years of experience and leadership in portfolio management, fixed income, and economic analysis, Emil brings a well-rounded approach to helping clients meet their financial objectives. Learn more about Emil at https://ow.ly/Qvb350TXAba. #assetmanagement #investmentmanagement #portfoliomanagement #financialservices #wealthmanagement #fiduciary

As we close out 2024, markets are poised for shifts. From rate cuts to the labor market finding equilibrium and a broadening equity rally, our Investment Management team provides key insights to help you navigate the months ahead. Stay informed and aligned with your long-term goals as we explore what’s on the horizon. Read our Q4 Market Outlook: https://ow.ly/jykm50TLLuC. #markets #economy #fixedincome #equity #insights #wealthmanagement #financialplanning #investmentmanagement #financialservices

The Federal Reserve’s first rate cut since 2020 marks the start of an easing cycle. How can fixed income strategies capitalize on this shift? Join Emil Suqi, CFA, Portfolio Manager – Team Lead, as he discusses opportunities in the bond market. Learn more in our Q4 Market Outlook https://ow.ly/iCVj50TLLiv. #bonds #fixedincome #interestrates #Fed #markets #insights #wealthmanagement #investmentmanagement #financialservices

Equity markets are broadening beyond large-cap stocks, with small-cap and international equities leading gains. What’s driving this shift? Join Ryan Lange, CFA, CAIA, Chief Investment Officer, as he dives into the latest equity market trends. Find out in our Q4 Market Outlook https://ow.ly/IyLk50TLLpN. #equity #smallcap #stocks #internationalmarkets #markets #insights #wealthmanagement #investmentmanagement #financialservices

The US labor market is showing signs of adjustment as large job creation revisions bring it closer to long-term trends. Join Jake Stapleton, Team Lead – Research, as he examines these shifts and their potential impact on the broader economy. Read on in our Q4 Market Outlook https://ow.ly/TNCK50TLKsy #economy #labormarket #employment #jobs #markets #insights #wealthmanagement #investmentmanagement #financialservices

Dan Zeigler, CFP®, CMFC®, Senior Portfolio Manager, shares the latest insights on how the S&P 500 outperformed its usual September trend, with small-cap #stocks gaining momentum. The Fed’s recent rate cut suggests more adjustments could be on the horizon as #inflation eases. Stay informed on key factors, including the upcoming #jobs report and potential market movements. Catch the full update: https://ow.ly/TPW950TBnTs. #equity #bonds #interestrates #labor #Fed #wealthmanagement #financialplanning #fiduciary

Our own CIO, Ryan Lange, CFA, CAIA, is participating as panelist at Titan Investors 2024 Gold Coast Advisor Week in Glen Cove, New York, September 23-24. Discussion highlights include: - Alternative Investment Manager Due Diligence & Selection - Performance & Benchmarking. Titan Investors connects asset allocators and investment managers to share ideas, promote thought leadership, and build relationships. #goldcoastadvisorweek #networking #insights #alternativeinvestments #investmentmanagement #wealthmanagement

A day we will never forget. #September11 #PatriotDay #OneMidland

National 401(k) Day is the perfect time to review and optimize your 401(k) plan. Here are a few tips to make the most of your 401(k): 1. Maximize your contributions: Even a slight increase can make a big difference. 2. Review your investments: Make sure your portfolio aligns with your long-term goals. 3. Take advantage of employer matching: Don’t leave free money on the table. Remember, the best time to start saving is now. Looking for advice or guidance? We’re here to help https://ow.ly/HAQj50T4bLQ. #National401kDay #retirementplanning #financialwellness #investinyourfuture #lifevisionplanning