ConciergeWealthManagement

Personalized wealth planning for high earners who want advice built on real life.
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Securities offered through LPL Financial, Member SIPC

[ConciergeWealthManagement @ConciergeWM]

Tweets on this page are for information only. They are NOT Recommendations or Solicitations to buy, sell or follow a strategy.

[ConciergeWealthManagement @ConciergeWM]

Dow 50k? Shrug. Will care about it when asset managers start using it as a benchmark for their funds.

[ConciergeWealthManagement @ConciergeWM]

Good Will Dunkin' won the SuperBowl for New England regardless of the end score

[ConciergeWealthManagement @ConciergeWM]

Claude > ChatGPT

[ConciergeWealthManagement @ConciergeWM]

Humans are not wired to the concept of "enough" - we will always want more. Enough = life satisfaction and "more" can lead to disappointment. Be happy with "enough"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Data shows that investor sentiment is at its lowest levels since March.

The "wall of worry" built from concerns about inflation, interest rates, bank failures and consumer sentiment could catalyze positive forward returns.

More o… https://t.co/PAk6ik6mTu"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Private Credit is a growing force, providing borrowers with the speed and certainty of transactions they desire, but it's also helping institutional investors diversify portfolio risk.

More from Jina Yoon on the blog → … https://t.co/rkd4uPRlrg"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Worried about the debt ceiling drama in Washington?

Money market fund managers are taking the potential for delayed payments seriously and have been positioning portfolios defensively.

More on the blog → https://t.co/tXPhK8IazI https://t.co/Lj3ePFSyqt"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Q1 earnings season is nearly complete, and while the "better than feared" label fit the past couple of earnings seasons, that's probably underselling it.

We explain it all in our #WeeklyMarketCommentary → https://t.co/lUQvEZTP4i https://t.co/zFAevNBqJC"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Is King Dollar's reign over? 👑💵

@JeffreyJRoach and @jbuchbinder_LPL answer that question on an all-new episode of #LPLMarketSignals. https://t.co/XdwQTfmqHI"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "There has been no place like home when it comes to global equity market performance over the last 15 years.

However, the tides appear to be changing as evidence builds for a shift toward international equity outperformance. https://t.co/KgCYTvgKpn"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Stocks rose last week in response to solid earnings results despite the failure of First Republic. And this week's rate hike will likely be the last.

Watch the latest #LPLMarketSignals podcast with @jbuchbinder_LPL & Quincy Krosby ⬇️ https://t.co/hN9UpEiFlX"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "As expected, the Federal Reserve raised rates for the 10th consecutive time. Now the question is: what about July?

As recession risks rise, we think the Fed will eventually cut rates. This may provide some added support for markets.… https://t.co/gQ3tKtbVtP"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "In the latest #LPLMarketSignals, @jbuchbinder_LPL and Quincy Krosby discuss the resilience of corporate earnings, the Federal Reserve policy meeting and highlight the busy week of key economic data, including monthly payroll employme… https://t.co/oRz81byjJI"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "RT @JeffreyJRoach: Emp/pop ratio for prime age workers is key to productivity growth. The decline in inflation rates, uncertainty within banking sector are major concerns so jobs report will not likely change Fed’s current bias towar…"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "“Sell in May and go away” is probably the most widely cited stock market cliché in history.

In our #WeeklyMarketCommentary, we take our annual look at this historical seasonal pattern, which has recently started to lose some of its… https://t.co/UETxJgoCCa"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "RT @JeffreyJRoach: Things to note before the #fed mtg per my convo w/ @TheStreet
1. Labor markets are loosening, but still too tight for the Fed’s liking.
2. Financial conditions improved but risks could nudge the Fed to pause late… https://t.co/pyQLuL52pU"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Seasonal stock market patterns generally produce the best returns from November to April and the worst from May to October. But most investors may not be as familiar with the seasonal patterns in fixed income markets.

Today on the … https://t.co/eZaoWsmvYu"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "While inflationary pressures continue to ease, the trajectory is still not moving quickly enough for the Federal Reserve to declare victory.

Quincy Krosby explains financial market doubts in @GOBankingRates ⬇️ https://t.co/OebcTsZjXk"

[ConciergeWealthManagement @ConciergeWM]

RT @LPLResearch "Quincy Krosby joins @BloombergRadio's The Tape to share how we're suggesting investors be positioned with the economic outlook once again uncertain amid financial sector turmoil ⬇️ https://t.co/ckTWfHnVR9"