Broker Check

Past Presentation Recordings

1/25/2024 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 1/25/2024, with special guest speaker,  Dzhan Yusnyu, Senior Analyst at Horizon Investments.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

10/18/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 10/18/2023, with special guest speaker, Steve Chiavarone, Senior Vice President, Head of Multi Asset Solutions, Senior Portfolio Manager & Equity Strategist at Federated Hermes.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

7/20/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 7/20/2023, with special guest speaker, Tony Farinaro,  Vice President, Market Leader for Invesco based out of Portland.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

4/20/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 4/20/2023, with special guest speaker, Joshua Weaver,  Vice President responsible for First Trust’s financial professional relationships in Idaho and Oregon.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

1/18/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 1/19/2023, with special guest speaker, Quincy Krosby, Chief Global Strategist and spokesperson for LPL Research.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

10/20/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 10/20/2022, with special guest speaker, Kevin McPherson, Regional Director of Fidelity Investments Asset Management.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

7/20/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 7/20/2022, with special guest speaker, Steve Storlie, Vice President and External Advisor Consultant at PIMCO.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

4/28/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 4/28/2022, with special guest speaker, Ryan Garcia, Regional Manager at AllianceBerstein. 

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned. 

2/1/2022 Quarterly Market Update 

Please take a moment to view the recording of our Quarterly Market Update from 2/1/2022, with special guest speaker, Kevin Rafferty, Regional Vice President of Guggenheim Investments.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

LPL Financial is not affiliated with any named entities mentioned.