Charles Quintal’s Post

Important commentary

How Canadian Financials remain attractive....

Philip Petursson Philip Petursson, Chief Investment Strategist at IG Wealth Management discusses how Canadian financials remain attractive despite initial market reactions to Trump’s election win. Read More: https://ow.ly/aSkZ50U3838

As we settle into the new year, @ Lincoln Financial Group’s Investments team continues to monitor the trends that will likely shape the economy. I recently sat down with Jayson Bronchetti, CFA, CAIA Bronchetti to discuss the management of Lincoln’s General Account in the coming year and provide an overview of the markets, economy and 2024 investment trends. Check out the video below! https://lnkd.in/gqZeyRuv

When it comes to future tax changes, I will explain with 100% certainty exactly what might happen. Hope you can join for our Evercore Wealth Management and Evercore Trust Company webinar on November 20, “A Post-Election Investment, Tax and Planning Outlook.”

Participation broadens as the rest of the Index gains traction. You can read Chief Investment Officer John Lynch’s full #WeeklyMarketUpdate here: https://bit.ly/4ansJaa #ComericaWealthManagement #MarketUpdate #EquityGains #FirstQuarter

In our 2023 Market Outlook, our Chief Investment Strategist, Philip Petursson, shares what he expects in the coming year as investors “navigate the peaks and troughs”. See his full article: https://ow.ly/1Y6o30sCsOA

The US equity market is at its most concentrated point in observable history. What does this mean for investor portfolios? Lisa Shalett, Wealth Management's Chief Investment Officer, recently published a new special report, "Consequences of Concentration," delving into that question. Lisa provides a high-level summary of the report in this 6-minute audiocast, which you might find interesting. https://lnkd.in/gXcxcGx9

Investors can identify potential market opportunities by analyzing market dynamics, pinpointing areas of unmet demand, and evaluating market data. Conducting a SWOT analysis and understanding competitor landscapes are also effective strategies. Additionally, identifying personal pain points can reveal market needs.

When Tom Graff, Chief Investment Officer of Facet, thinks about his investment portfolio, he is mostly looking a few decades down the road, which helps explain his comfort being 100% in equities. Here's a look at his #PortfolioIQ: https://lnkd.in/gYYShjcN