Investments Archives | Core Financial

Bull or Bear: What the September Tech Drop Says About Investing in Q4 2020

Core Financial PartnersSeptember 4, 2020Investments

Bull or Bear Wealth Management for Business Owners

Just two days after the SPX and Nasdaq Composite Index COMP hit closing records, investors … Read More

Understanding Jerome Powell’s Jackson Hole Speech, and What it Means For your Portfolio

Core Financial PartnersAugust 28, 2020Economy, Investments

Jerome Powell Jackson Hole 2020 Wealth Management

Last Thursday, August 27th, Federal Reserve Chairman Jerome Powell spoke at the annual economic symposium … Read More

In What Ways Am I Putting My Portfolio at Risk?

Core Financial PartnersJuly 17, 2020Individuals, Investments

In what ways am I putting my business owner financial advisor investment portfolio at risk

When building a portfolio, an investor can introduce risks to their investments without even realizing … Read More

Core Financial: Economic Update & Investment Outlook

John KoudsiApril 9, 2020Economy, Investments, Letters from the CEO

Welath Management in a Post Covid World Economic Outlook

MARKET UPDATE The S&P 500 total return index (which includes dividends in its calculation) originally … Read More

COVID-19 Investment Outlook & Strategic Direction

John KoudsiMarch 17, 2020Investments, Letters from the CEO

This past week marked the end of the 11-year bull market that began after the … Read More

Investment Advisory and Financial Planning Services are offered through Core Financial Partners, an SEC Registered Investment Adviser. No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of Core Financial Partners. Core Financial Partners does not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the viewer reader. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results.