Wealth & Wisdom | Fed Raises Interest Rates | Meta Buyback | Black History Month — Market Update | Fed Raises Interest Rates (As Expected) – This week marked the end of the first month of 2023. I’m happy to say both equity and bond markets performed well as of the close of the month.…
Wealth & Wisdom | Watch Tuesday Kickoff Call | Quarterly Commentary | Top 1% — Watch Tuesday’s Kickoff & Investment Committee Call – Thank you to everyone who was able to join us on this past Tuesday’s call. We went over the current market and we introduced Peter Papamichalopoulos from CI who shared the all…
Wealth & Wisdom | Tuesday Kickoff Call | Jobless Claims | Stressed? — Kickoff Call Tuesday | Register Today – This coming Tuesday we are hosting our kickoff call to discuss the new benefits of being part of CI Private Wealth, but we will also incorporate our monthly Investment Committee meeting and talk about some…
Wealth & Wisdom | CPI Data | Taxes 2023 | Office Closed MLK — Market Update | CPI Data After last year’s market declines and hot labor market, we’re starting to receive some good news. Last year was a year where negative market performance was driven by high inflation and rising interest rates. The rising…
Wealth & Wisdom | January Kickoff Meeting | Rob Luna on Fox | Meal Prep — Update on our Kickoff Meeting The first of many exciting updates will happen next week. CI Surevest Private Wealth will officially join a group of other investment advisory firms under one common group called CI Private Wealth. This will…