Chevy Chase Trust’s Post

I recently attended First Trust’s Financial Forum in Houston with Jeff Green, Dylan Daggett, Carson Green and Antonino Green where we walked away with valuable perspectives on the current market landscape and what lies ahead. Speakers included First Trust CEO Jim Bowen, Chief Investment Officer Dave McGarel and Chief Economist Brian Wesbury talking about everything from the ongoing economic impact of the pandemic the importance of staying focused on fundamentals in a post-COVID market to strategies for growing wealth in uncertain times. Looking forward to bringing back these takeaways to our clients. #marketinsights #investmentplanning #familyfinances #financialadvisor #financialplanner #financialplanning #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen

I recently attended First Trust’s Financial Forum in Houston with Jeff Green, Dylan Daggett, Carson Green and Antonino Green where we walked away with valuable perspectives on the current market landscape and what lies ahead. Speakers included First Trust CEO Jim Bowen, Chief Investment Officer Dave McGarel and Chief Economist Brian Wesbury talking about everything from the ongoing economic impact of the pandemic the importance of staying focused on fundamentals in a post-COVID market to strategies for growing wealth in uncertain times. Looking forward to bringing back these takeaways to our clients. - 𝘓𝘢𝘶𝘳𝘦𝘯 𝘚𝘮𝘪𝘵𝘩, 𝘊𝘍𝘗®, 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 #marketinsights #investmentplanning #familyfinances #financialadvisor #financialplanner #financialplanning #wealthmanagement #womensfinancialadvisor #financialadvisorforwomen

Bill's Market Recaps are concise and clear - follow the link below to read ⬇

Dive into our latest edition of market comments featuring insights from Brad Zellar, our Chief Investment Officer, on what happened in Q1. #Market #Investing https://lnkd.in/gzhQWY9z

Hope you can join Jasper and I tomorrow as we discuss recent market volatility and what it means for investors. Come with your questions and we’ll have a lively and interactive session.

Join our Chief Investment Officer, Brian Andrew, at the 6th Annual Private Wealth Great Plains Forum, where he will speak on "The Future of Wealth Management." Alongside other expert panelists, he'll discuss key topics like leveraging technology, global economic trends, and best practices for elite advisors. Don’t miss this insightful event! Moderator: Steve Lear Panelists: Anthony Quill, CFA, Craig Bartlett, CFP®, Dennis Markway, CFP® #WealthManagement #FinancialAdvisors #IndustryTrends #MeritFinancialAdvisors #PrivateWealthForum

GREAT discussion on CNBC! Regions Bank

🚨 April Market Update Alert! Merit Financial Advisors' Chief Investment Officer, Brian Andrew, CFA, explores recent market trends and their implications in this month's video. ⏯️ Watch Here: https://ow.ly/p9Hf50RnetY #AprilMarketUpdate #FinancialInsights #InvestmentStrategy

We are looking forward to our event, Election Year and the Market, coming up next week! Featuring Stephanie Link, HighTower Advisors’ Chief Investment Strategist & Portfolio Manager, along with Twickenham Advisors’ Co-Founder & CEO, Moss Crosby, and Director of Investments, Christian Gannon. We are excited to bring these industry professionals together to discuss a topic that can bring valuable intellect and understanding surrounding the Election Year and how the Market is impacted. Be sure to reach out to your Advisor to RSVP! #electionyear #themarket #insights #huntsvilleal

Hear from our Chief Investment Officer, Bill Winkeler, CFA, CFP®, on the June 2024 Market Recap. What's included: 🔹Month in Review 🔹Mega Concentration 🔹What's on Deck for July? Follow the link to read 🔗 https://hubs.la/Q02F9gBd0