Talking Technicals.
Are we at the end of a bull market?
Join us for a deep dive into Q1 market indicators, inflation trends, and the emerging risks of the AI.
March 18th at 2:00pm PST
After a prolonged period of market growth, investors are naturally asking the same question: How much longer can this bull market run?
With shifting unemployment data, stubborn inflation metrics, and shifting market sentiment, the signals are mixed. Furthermore, the rapid adoption of Artificial Intelligence is introducing entirely new variables and liabilities into the economy that the market is just beginning to price in.
Adam Turnquist is not affiliated with Stonewater Financial
Steven Bernstein
Adam Turnquist
Navigating the Next Phase of the Market
WHAT TO EXPECT
The bull market lifecycle:
An evidence-based look at current market sentiment, technical indicators, and whether the current rally is running out of steam.
Decoding Macro Data:
How the latest inflation numbers and unemployment reports could impact Federal Reserve policy in the coming months.
The AI Wildcard:
A fascinating look into the emerging legal and liability questions surrounding AI chatbots and AI-generated advice in the financial and legal fields.
Live Q&A:
Get your specific market questions answered by our team in real time.
THIS WORKSHOP IS FOR
Current Clients
Those who wish to stay informed and understand the broader economic factors influencing their portfolios.
Seasoned Investors
Those looking to understand the current economic landscape and how it influences investment decisions, especially in relation to the S&P 500.
Prospective Clients
This is a prime opportunity to understand our approach to emerging sectors and how we prioritize your financial growth.
MEET YOUR SPEAKERS
Steven Bernstein
President, Stonewater Financial
With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm’s fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we’ve cultivated, and the consistent successes we’ve achieved and continue to pursue.
At Stonewater Financial, we build and manage custom financial plans that suit each individual’s unique situation. This plan is not just about what money goes where. It’s a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
Adam Turnquist, CMT
Chief Technical Strategist, LPL Financial
Adam Turnquist is the Chief Technical Strategist for LPL Financial’s Investment Research team.
In his role, Turnquist leads the firm’s technical analysis of global capital markets.
He also serves as a key member of the firm’s Strategic and Tactical Asset Allocation Committee, a body responsible for timely market guidance for LPL’s more than 21,000 independent and enterprise-affiliated financial advisors.
SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT
Don’t miss this opportunity to gain insights on where markets might be headed for the end of the year.
A short Q&A session will be offered to answer any questions you might have at the end of the session.
Integrity
Comprehensiveness
