Quarterly Client Calls

Quarterly Client Calls

 

Brandon Haase and Stephanie Roberts of Steward Partners with special guest Corey Hardie. Recorded July, 18, 2019

 

Any opinions are those of the presenters and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not a guarantee of future results.
There is an inverse relationship between interest rate movement and bond prices. Generally when inters rates rise, bond prices fall and when interest rates fall, bond prices generally rise.
Investing in emerging markets can be riskier than investing in well-established foreign markets. International investing involves special risks, including currency fluctuations, differing financial accounting standards and possible political and economic volatility.
Dividends are not guaranteed and must be authorized by the company’s board of directors.
Actual investor results will vary. Past performance may not be indicative of future results. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making an investment. Prior to making an investment decision, please consult with our financial advisor about your individual situation.
This information should not be used as the sole basis to make any investment decision. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The MSCI EAFE (Europe, Australasia, and Far East) is a free float-adjusted market capitalization index that is designed to measure developed market equity performance, excluding the United States & Canada. The EAFE consists of the country indices of 22 developed nations. Investors cannot invest directly in an index, and unmanaged index returns do not reflect any fees, expenses or sales charges. The companies engaged in the communications and technology industries are subject to fierce competition and their products and services may be subject to rapid obsolescence.
(2019.07.26 - 2655418)

 

Brandon Haase and Stephanie Roberts of Steward Partners with special guest Nicholas Lacy. Recorded April 24, 2019

 

 

Any opinions are those of the presenters and not  necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected.  

Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not a guarantee of future results.

There is an inverse relationship between interest rate movement and bond prices. Generally when inters rates rise, bond prices fall and when interest rates fall, bond prices generally rise.  

Investing in emerging markets can be riskier than investing in well-established foreign markets. International investing involves special risks, including currency fluctuations, differing financial accounting standards and possible political and economic volatility.  

Dividends are not guaranteed and must be authorized by the company’s board of directors.

Actual investor results will vary. Past performance may not be indicative of future results. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making an investment. Prior to making an investment decision, please consult with our financial advisor about your individual situation.   (2019.05.01 - 2504718)