Adam Torres and Adam Weingartner, CFA® discuss the current state of the market.
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Show Notes:
- Accommodating Fed policy
- Manageable inflation
- Later innings for expansion
The market has been expanding for a record amount of years. How long will this expansion last? In this episode, Adam Torres and Adam Weingartner, CFA®, Partner at Bluestone Wealth Partners, evaluate current market conditions and indicators.
About Bluestone Wealth Partners
At Bluestone Wealth Partners, we provide personalized, objective and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help meet their financial objectives.
Our clientele consists of corporate executives, business owners and professionals who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Most of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan.
Bluestone Wealth Partners, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets.
Bluestone Wealth Partners is a marketing name for registered representatives of Lincoln Financial Advisors Corp, broker/dealer and an affiliate of Lincoln Financial Group, a fortune 500 company that offers a broad range of financial products and services. That affiliation provides our clients with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.
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