Brand Asset Management Group

What effects did the end of 'easy money' in 2023 have on the economy, and how should I adjust my investment strategy accordingly?

Given the performance of stocks and bonds in achieving a new balance this year, what should I expect for their path in 2024?

With the 2024 elections on the horizon and current geopolitical issues, how might these factors influence the financial markets and my investment choices?

We answered these questions and more in our 2023 Review & 2024 Outlook webinar. If you were unable to attend or would like to watch the discussion again, you can view a recording of the event here: https://brandamg.com/2023-review-and-2024-outlook-recording/

🎨✨ Unwind and Recharge with Creativity and Connection! ✨🎨
Join the women of Brand AMG for an enchanting afternoon of art and camaraderie at our “Paint & Sip With Brand” event.

📅 Date: Thursday, March 7th
🕒 Time: 3:00 PM CT
📍 Location: Founders Room, Chesterfield Office & Virtual Access Available

This instructor-led group painting session welcomes women of all skill levels to explore their creativity in a supportive and fun environment. Whether you're a seasoned artist or picking up a brush for the first time, this is a perfect opportunity to relax, refocus, and enjoy the company of fellow creatives. This event is open to guests as well, so don't forget to bring a friend!

🔗 RSVP Now! https://brandamg.com/live-event-paint-and-sip/
Hurry, registration closes on February 29th!

As we embrace 2024, let's delve into the world of family caregiving. What are the realities and resources available for those who find themselves in this vital role?

Join us on February 20th at 3:00 PM CT for an engaging webinar with Dr. Brian Carpenter and Dr. Nancy Morrow-Howell from Washington University. They'll offer their insights on family caregiving patterns, stress points, and the positive aspects of this important role.

This event is open to everyone interested in gaining a deeper understanding of family caregiving. We look forward to your participation in this informative session: https://brandamg.com/virtual-event-family-caregiving/

There are a number of potential policy, market, and economic factors that could influence your wealth management strategy in 2024. In our upcoming webinar, we’ll discuss the factors that had the biggest impact on investment markets in 2023 and share our perspective on what key factors we are monitoring as we begin 2024.

This event is open to the public, and we hope you can join us for this informative discussion: https://brandamg.com/2023-review-and-2024-outlook/

When you provide investment advice to your clients: who do you work for? It’s a relatively simple question, but in wealth management, it can be a difficult one to answer with a high degree of certainty. Do you work for your clients in the purest sense of the word? Or do you feel pressure to take certain actions (and avoid others) in the interest of your firm, your managers, or your own bottom line? For many investment advisors, it’s a blend of these competing interests.

We know these conflicts of interest exist because our founder, and many members of our team today, spent time at firms where sales incentives and bonus programs influence the type of products and services that clients receive. From this lived experience, we took a different path.

As our firm grows, we are looking for a talented advisor with a passion for independence to join our firm. If this sounds like you, we’d invite you to learn more about the position on our careers page and connect with our team: https://lnkd.in/edc828Ew

When you provide investment advice to your clients: who do you work for? It’s a relatively simple question, but in wealth management, it can be a difficult one to answer with a high degree of certainty. Do you work for your clients in the purest sense of the word? Or do you feel pressure to take certain actions (and avoid others) in the interest of your firm, your managers, or your own bottom line? For many investment advisors, it’s a blend of these competing interests.

We know these conflicts of interest exist because our founder, and many members of our team today, spent time at firms where sales incentives and bonus programs influence the type of products and services that clients receive. From this lived experience, we took a different path.

As our firm grows, we are looking for a talented advisor with a passion for independence to join our firm. If this sounds like you, we’d invite you to learn more about the position on our careers page and connect with our team: https://brandamg.com/advisor/

Our firm is growing and we are looking for an experienced Investment Advisor to join our team. In this role you will provide counsel to clients that can make a measurable difference in their lives. If you have experience providing investment advice that covers all facets of a family’s financial life, then we’d love to connect. To read more about this position, visit the careers page of our website: https://brandamg.com/advisor/

On May 23rd, we will be hosting another Breakfast With Brand. This event will be hosted by Tim Egart and James Blake, who will be answering your questions and sharing their perspective on the investment markets.

This event is open to all, but attendance will be limited to the first 40 people who register. We look forward to seeing you on May 23rd!

https://brandamg.com/live-event-breakfast-with-brand-may-2023/

In a recent webinar, Ryan Green and Cliff Aque discussed alternative investments: how they can broaden portfolio diversification, help lower volatility, and reduce a portfolio’s reliance on public markets for performance. The recording of the event is available below, and we invite you to connect with our team should you have any questions or would like to review your asset management strategy: https://brandamg.com/webinar-recording-the-role-of-alternatives-in-portfolios/

Ryan Green and James Blake recently discussed the SECURE Act 2.0: what changes the act makes to retirement planning and how those changes might affect your wealth management strategy. The recording of the webinar is available now on our website and we invite you to connect with our team should you have questions about how these items may impact your wealth management strategy: https://brandamg.com/webinar-recording-secure-act-2-0/