John’s Q2 market update focused on tariffs and investment strategies.
Category: Webinars
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Q1 2025 Market Update with John Goltermann
John’s first market update of 2025 touched on 2024 highlights, a look ahead into Q2, a look at the Trump effect and investment strategies.
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Q4 2024 Market Update with John Goltermann
John’s Q4 update will touch on 3rd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
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Q3 2024 Market Update with John Goltermann
John’s Q3 update will touch on 2nd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
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Q2 2024 Market Update with John Goltermann
John’s Q2 update will touch on 1st quarter market action, a look ahead, an economic assessment, and a geopolitical update.
Audio-Only Version
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Q1 2024 Market Update with John Goltermann
John Goltermann, CFA, CGMA, talks about Q1 investment markets, the opportunity set and the important factors at work. 2023 was an unusual year, and John explains the price action in stocks and bonds, what was behind it, and what to look out for going into next year.
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Q4 2023 Market Update with John Goltermann
As the job market has cooled, Covid-era savings have run down, inflation remains elevated and a hot war has begun in the Middle East. Investors are naturally concerned with what the future might have in store for them — especially after a year when only a handful of popular investments have traded significantly higher. In this presentation, our chief investment officer, John Goltermann, CFA, CGMA takes us through some of the important factors at work that will likely affect returns going forward, and tries to distill it down to reasonable positioning for today’s challenges. While many advisory firms get caught up in trying to beat the S&P 500, we focus on preserving our clients’ capital and purchasing power as market prices adjust to higher interest rates and an increasing risk environment with many crosscurrents.