Sentences with phrase «chief wealth strategist»
«We tell clients that we're indifferent to whether it's passive or active, from a philosophical standpoint,» said certified financial planner Shon Anderson, president and chief wealth strategist at Anderson Financial Strategies.
https://www.cnbc.com/ Not exact matches
«Canadian inflation is continuing to rise,» said Colin Cieszynski, chief market strategist at SIA Wealth Management.
As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»
Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management, agrees the economy is continuing to do well but said there is a fear that it is actually slowing down.
Jim Corridore, CFRA Research equity analyst, and David Dietze, Point View Wealth Management president and chief investment strategist, debate whether the airline sector is a good buy at the moment.
David Dietze, chief investment strategist at Point View Wealth Management, nonetheless said «we remain cautious» with stock prices at current levels.
The personal wealth and holdings of President Trump's chief strategist, Stephen K. Bannon, were detailed for the first time on Friday in a filing that showed a large chunk of his income coming from right - leaning political news, film and consulting companies.
The precedent is not all that frightening, according to data put together by Joseph P. Quinlan, chief market strategist at U.S. Trust, Bank of America Private Wealth Management.
At his fifth annual Big Picture Conference in New York, Ritholtz welcomed his new Ritholtz Wealth Management partner, Brown of Reformed Broker blog fame, to moderate a «View from the Chief Strategist's Chair» panel that focused largely on modern - day media's effects on market volatility.
Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office.
Finally, to help our clients place this wealth of fundamental data into perspective, we also provide access to the latest market and economic commentary from our firm's top internal experts, including our chief economist, our investment strategists, and our Equity Portfolio & Technical Strategy team.
Q&A with Chief Investment Strategist for BBVA Compass Global Wealth, Dan Davidson and Chief of Equity and Alternative Investments for BBVA Wealth Solutions2, Anne - Joëlle Viguier - Galley
Q&A with BBVA Compass Global Wealth Chief Investment Strategist Dan Davidson, CFP and BWS Investment Strategist, Anne - Joëlle Viguier - Galley, CFAQ&A with Chief Investment Strategist for BBVA Compass Global Wealth Dan Davidson, CFP and Chief of Equity and Alternative Investments for BBVA Wealth Solutions, Anne - Joëlle Viguier - Galley, CFA
Jeff Mills is the Chief Investment Strategist for Hawthorn, PNC Family Wealth ®.
Falk was joined by Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research, and Joseph M. Jennings, Jr., wealth director and senior vice president at PNC Wealth Managwealth director and senior vice president at PNC Wealth ManagWealth Management.
David Rosenberg, the much - followed chief economist and strategist at the Toronto wealth management firm Gluskin Sheff, also advises a trip to Europe for the currency - conscious Canadian traveller, though he is not as bearish on the European economy as the folks at Friedberg.
Bob Gorman, chief portfolio strategist at TD Wealth, says this rising confidence is helping investors get closer to their ideal goal of investing about a quarter of their income each year to meet their long - term financial goals.
The personal wealth and holdings of President Trump's chief strategist, Stephen K. Bannon, were detailed for the first time on Friday in a filing that showed a large chunk of his income coming from right - leaning political news, film and consulting companies.