Quarterly Client Calls

Quarterly Client Calls

 

Brandon Haase and Stephanie Roberts of Steward Partners with special guest Nick Goetze. Recorded October 21, 2019  Click here to listen.

The information contained in this recording does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Individual investor’s results will vary.  Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Bond prices and yields are subject to change based upon market conditions and availability. If bonds are sold prior to maturity, you may receive more or less than your initial investment. There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income rates rise. [2019.10.22 – 2787555]

 

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

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.[2019.10.31 – 2804378]

 

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

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. [2019.10.31 - 2804353]