North Office (Westminster)
ACCEPTING MAIL
2761 West 120th Ave.
Westminster, CO 80234
South Office (Denver)
NO MAIL, BY APPOINTMENT ONLY
2000 South Colorado Blvd.
Tower Two Suite 460
Denver, CO 80222
Aspen
NO MAIL, BY APPOINTMENT ONLY
197 Prospector Road, Suite 2104A
Aspen, CO 81611
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This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
John’s Q2 market update focused on tariffs and investment strategies.
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.
John’s Q4 update will touch on 3rd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
John’s Q3 update will touch on 2nd quarter market action, a look ahead, an economic assessment, and a geopolitical update.
John’s Q2 update will touch on 1st quarter market action, a look ahead, an economic assessment, and a geopolitical update.
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.
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.
John provides updates on the market for May 2023.