The goal of this new format is to address current market moving themes in real time. For our inaugural discussion we are going to focus on the 4 following market influences: – Russia/Ukraine – Fed Policy – Inflation – Market Timing
DISCLOSURES
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
All indexes mentioned are unmanaged indexes which cannot be invested into directly.
Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. Past performance is no guarantee of future results. Likewise, it is important to remember that no investment strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All investing involves risk which you should be prepared to bear.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. DALBAR’S year Quantitative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income and money market mutual funds from January 2001 through December 2020. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors’ behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly. Digital assets, such as cryptocurrency, are not considered securities and cannot be bought or sold through Winthrop Wealth. Neither Winthrop Wealth nor its advisory representatives may provide advice or recommendations regarding the purchase of digital assets, nor may they recommend liquidation of securities for the purpose of digital asset purchases. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
< VIDEOS
March 23, 2022
Markets in Motion
With Max Winthrop and Andrew Murphy
The goal of this new format is to address current market moving themes in real time. For our inaugural discussion we are going to focus on the 4 following market influences: – Russia/Ukraine – Fed Policy – Inflation – Market Timing
DISCLOSURES
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial. DALBAR’S year Quantitative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income and money market mutual funds from January 2001 through December 2020. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors’ behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly. Digital assets, such as cryptocurrency, are not considered securities and cannot be bought or sold through Winthrop Wealth. Neither Winthrop Wealth nor its advisory representatives may provide advice or recommendations regarding the purchase of digital assets, nor may they recommend liquidation of securities for the purpose of digital asset purchases. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.