EP Wealth Advisors’ Post

Social media doesn't just reflect market trends, it helps shape them. The Brandes Center hosted a panel discussion featuring Dr. Samantha Seto, PhD, CPA, CA, Dr. William Mullins, and Peter Gulliver, who dissected the impact of social media on investor behavior and markets.   Missed the live discussion? Watch the full recording here to learn more about the evolving investment landscape. #behavioralfinance #investments

📈 *Exclusive Invitation: Uncover 2H 2024's Market Secrets!* Greeting friends!! 😊 Ready to stay ahead of the curve? Join us for an eye-opening webinar on *"Where's the Market Heading in 2H 2024?"* 🚀 🗓️ *17th July 2024, Wed* 🕒 *7.30PM* ⏱️ 1-hour Webinar + Live Q&A Gain exclusive insights that could shape your investment strategy for the remaining year. Head of investment David will unveil: 📈 *Key market trends to watch* 🪴 *Any potential opportunities ahead* 🤔 *Strategies to position your portfolio for success* Use this webinar as a chance to stay ahead of the curve! *Please PM me with your name & email address soon if you are keen to register to learn more*. 😊 Spots may fill up fast. Secure yours today! Look forward to seeing you there 👍 https://lnkd.in/gTteaiJ #Wealthstrategies #MarketTrends

The power of sentiment in market data! 📉 Discover how analyzing social media, news, and public opinion can shape your investment strategy. #SentimentAnalysis #MarketSentiment #InvestorMindset #DataDrivenDecisions https://lnkd.in/gM-BTHaj

This year is flying by, because it’s already time for another #InvestmentResearchUpdate! For those of you who haven’t joined one before, this is a highly informative webinar where Denise Chisholm and Michael Hagopian chat through data-driven insights, trends in the marketplace, and other investment building blocks like factors and thematic strategies. There’s even exploration of historical probabilities of what the market outlook might be across different investment disciplines for the quarter, which is always my favorite part. Save your seat here: https://bit.ly/3xPITKW

University of California, San Diego - Rady School of Management Management Professor William Mullins shared insights from his research on social media and investing. To learn more about the difference between attention and insight—and how it may affect investment decisions, read The Brandes Center article by clicking on the image below or watch a recording (linked below) of our webinar on the topic. Webinar Recording - https://lnkd.in/dcHEjxCH

Stay ahead of market trends with 𝐄𝐱𝐩𝐥𝐨𝐫𝐞, our new newsletter designed to bring you the latest in traditional and sustainable investments. Delivered quarterly, it’s packed with expert analysis, actionable insights, and the season’s top investment themes — all in one place. What you’ll get with 𝐄𝐱𝐩𝐥𝐨𝐫𝐞: • Expert analysis on trending investment strategies • A curated selection of top investment themes each season • Insights to help you make informed decisions • Available in 6 languages for our global audience Whether you’re seeking traditional or ESG-focused strategies, 𝐄𝐱𝐩𝐥𝐨𝐫𝐞 offers a comprehensive view to keep you informed. Don’t miss out — subscribe today. 👉 https://lnkd.in/eV2mpYnH Together we continue #Investing4Tomorrow #InvestmentInsights #MarketTrends #ExploreNewsletter #SustainableInvesting #InvestmentStrategies

When it comes to long-term investing, many people seek advice from friends 👥, family 👪, or even social media influencers on Instagram or TikTok 📱(often without a background in wealth management). Most commonly, their answer is simply to buy the S&P 500 (SPY) or Nasdaq (QQQ) Index. However, this hypothetical holdings comparison from January 1, 2000, to May 31, 2024 with an initial investment of $10,000 into each strategy, shows why passively managed strategies shouldn't be your only consideration. It’s crucial to also consider actively managed approaches or even a combination of both active and passive investments. ⚖️ For instance, Fidelity OTC is an actively managed fund in the large growth category, similar to QQQ. Meanwhile, Parnassus Core Equity is in the large blend category, comparable to SPY. While beating the indexes is challenging, it's not impossible. Running this illustration over different time periods could show passive strategies outperforming actively managed ones. 📈 The goal of this post is to highlight the importance of considering various strategies rather than just the popular ones. Ultimately, your investment strategy should align with your unique goals and objectives. 🎯 After seeing this chart, has your perspective on passively managed investments changed?? 🤔 *Historical performance does not guarantee future results* #ActiveManagement #PassiveManagement #FinancialPlanning #WealthManagement #Investing

📢 Join our Market Update Webinar on Tuesday, January 30th at 4 pm EST! 📈💼 🎙️ We're thrilled to have Cornerstone Wealth's very own Cliff Hodge and Jeff Carbone leading us through the investment update! 🌟 They'll be diving into the latest market trends, sharing valuable insights, and discussing investment strategies. 💪 📅 Mark your calendars and don't miss out on this exclusive opportunity to gain expert knowledge from industry leaders. 📚✨ 🔗 Register now using the link below to secure your spot and be part of this informative event! 🎟️👇 https://hubs.la/Q02gFjKp0 📣 Spread the word and invite your friends, colleagues, and anyone else who could benefit from this invaluable webinar! 🗣️💼 The more, the merrier! Let's empower ourselves with financial knowledge and make informed decisions together. 💪🌟 #MarketUpdateWebinar #CliffHodge #JeffCarbone #InvestmentStrategies #FinancialEducation #Empowerment #CornerstoneWealth #Webinar2022

"The $84-trillion transfer of wealth from Baby Boom generation to its heirs is underway, & as younger investors enter the market, their investment preferences are shaping the financial landscape. From Millennials to Gen Zs, what are the generational implications of issues like technological advances, risk appetite, DEI, and sustainability that each generation bears uniquely? How do investors’ views and convictions differ and influence their decision-making, and how, consequently, will that impact the great wealth transfer of the coming years?  " Panel - Moving Beyond Financials: Mega-Trends Shaping Business and Finance | Milken Institute 27th annual Global Conference, broadcasting live worldwide - Milken Institute - Speakers: -Raphael Arndt CEO, Future Fund. - Andy Sieg Head of Wealth, Citi. -Jonathan Goldstein CEO, Cain International.-Saira Malik Chief Investment Officer, Nuveen Moderator Hiromichi Mizuno Senior Advisor, Milken Institute

📊Did you know: Currently only 2% of institutional investors quote that information derived from Social Media impact their investment decisions. However, the future holds an increased role for social media in financial community.   According to our study, every second investor predicts a growing influence of social media on investment decisions (54%).   #DHLGroup #Survey #SocialMediaUsage #InvestmentInsights