Timely insights from January and the month ahead
What you will get in this month's video
1. Themes that may be top of mind for investors this month, like
- What happens when the S&P hits new highs.
- Chinese impact on emerging market equity indices.
- A review of new Bitcoin ETF offerings.
2. A concise overview of market performance, and a deeper dive into equity, fixed income and Fed rate projections.
3. A few actionable insights you can use immediately when talk with your clients.
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About Modelist
Modelist collaborates closely with financial advisors, providing access to a comprehensive library of evidence-based investing strategies. This partnership enables the creation of fully customized model portfolios tailored to the unique needs of their clients. Through the integration of customization and model portfolio efficiency, Modelist delivers a seamless and exceptional experience for both advisors and clients. Modelist's core focus on trust and transparency drives a superior solution that eliminates the fee layers, complexity, and ego often associated with other investment management solutions.