Following the Smart Money: Why Sitting on the Sidelines Could Cost You
Join Adam and Steven for an exclusive look at the technical data showing how institutional investors are positioning themselves for the next market phase, and why retail investors are getting left behind.
May 19th at 8:00am PST
Discover how Strait of Hormuz disruptions drove Brent crude volatility, inflating costs for airlines and manufacturers while boosting energy profits. We’ll deep-dive into growth sectors like AI infrastructure, which is thriving post-ceasefire, and share portfolio tactics to navigate stagflation risks and Fed rate caution.
Adam Turnquist is not affiliated with Stonewater Financial
Steven Bernstein
Adam Turnquist
WHAT TO EXPECT
The Danger of the Sidelines (Missing the Opportunity).
When volatility spikes, the natural human reaction is to pull back and hold cash. We will look at historical charts to show exactly what happens to a portfolio when you miss the first few days of a market rebound.
Tracking the “V-Shape” Recovery
Markets rarely recover in a straight line, but the data often points to sharp, V-shaped bounce-backs. We will dive into the technical charts to show you what a recovery looks like before it makes the mainstream headlines.
Retail vs. Institutional Flows
Are you trading on emotion or data? We will examine the exact charts tracking how retail investors are currently reacting versus where large institutional money is actually flowing. Learn how to align your structural blueprint with the “smart money.”
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
