RIA Edge Podcast 🎙️
Host David Armstrong speaks with Randy Morris, founder and CEO of Summit Wealth Group, about the firm’s transition from a long-standing broker/dealer affiliate to launch its own independent RIA platform.
Listen >> https://t.co/pjZ5DR41WV
Michael Comstock, CEO of Premier Private Wealth, will lead the new group as head of family office services for Summit. He will also continue as the lead advisor for the new Summit location in Franklin and join the RIA’s leadership team. https://t.co/sBBnQqyq22
We are thrilled to welcome Michael Comstock and the Premier Private Wealth team to Summit. This partnership unites two like-minded firms, creating an even stronger foundation for the families we serve.
Read more: https://t.co/CR3MHJBiYH
Join us for an exciting Open House to celebrate our new office space! We welcome you all into our new home November 10th at 2pm. Food, Drinks, Music and more! Register Below - can't wait to see you all there!
https://t.co/TjzafKtmTx
Brad McMillan, Commonwealth’s CIO, recaps September’s market and economic news. U.S. indices were down for the second consecutive month, with the Nasdaq doing the worst. International markets pulled back, and fixed income was also down. https://t.co/dVNtqF7XK3
The good news from Wednesday’s meeting of the Federal Reserve is that they held interest rates steady. The not-as-great news? They still expect one more hike before the end of the year. Read more about the Fed’s decision: https://t.co/Gc436hcToo #finance#fed
Need some motivation to get moving today? A new study found that older adults who sit for more than ten hours a day may be more likely to develop dementia. Learn more about the study and what you can do to reduce your risk: https://t.co/RPzfRImqgN #health
Are there reasons to stay positive despite poor market performance in August? Watch the latest Market Thoughts from Commonwealth CIO @BradMcMillanCFA for his analysis: https://t.co/riMsmYxKjv
The IRS is providing a two-year extension on the implementation of mandatory Roth catch-up contributions for higher-income earners in a retirement plan. Find out more: https://t.co/VG0V4aX21R #IRS#retirement
U.S. stocks were up for the month and quarter while gains in international markets last month left them flat for the quarter... But while inflation is down, it may not stay that way. Will this prompt the Fed to raise rates again? Stay tuned to find out
https://t.co/AfmGHNyXLo
Why would a decrease in demand for cardboard boxes indicate a potential recession? Learn the reason fewer box orders may be used as a recession predictor by some analysts, and why there might be a positive spin as well: https://t.co/XDJAmNrKxg (Yahoo Finance)
We are moving! We are excited to share with you all that our office will be changing locations on July 1. We look forward to showing you all the new space that we have been working hard on. Read more about the move at the link below.
https://t.co/6NUG4evw7C
Join us this Thursday at 10am CT for a virtual market update! We will go over inflation, economy, and what you should be doing to prepare for a possible recession. Register here!
https://t.co/Cy2CtoLzKo
Join us for a free webinar on the state of the economy. Inflation, recession fears, and market volatility - what do you need to know? Register at the link below!
https://t.co/VGJauVx9bc
https://t.co/RhnulciECN
The job market has held strong for the past year despite the Federal Reserve’s attempts to slow the economy with multiple interest rate hikes. But the latest employment data shows signs of cooling down. Read on for details of the report: https://t.co/LzHclIcCGX #jobs#employment
Financial markets had a strong March, but a mixed April. Are we still headed for a recession? Hear what Commonwealth CIO @BradMcMillanCFA thinks in his latest Market Thoughts video: https://t.co/66dLK4lQhR