2Q23 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Todd Misenheimer, CFP, CIMA

Speakers:

JD Gardner, CFA, CMT

John Luke Tyner, CFA

David Wagner III, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. What is the latest on the Fed. Looking like the rate hikes are (mostly) done?

  2. How is Fed policy impacting stock prices, money markets and mortgages?

  3. Given the news environment, why are stocks bouncing this year?

  4. How are we positioned for all of this AI talk? Hard to know the winners?

  5. What portfolio changes are being considered in the second half of 2023?


This video was recorded on 6/8/23. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

1Q23 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA

Speakers:

JD Gardner, CFA, CMT

John Luke Tyner, CFA

David Wagner III, CFA

Rand Millwood, CFP, CIMA, AIF      

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. What is the latest on the Fed. Can we expect an end to the rate hikes?

  2. How is Fed policy impacting stock prices?

  3. We’re seeing some headlines on big layoffs, why are stocks bouncing this year?

  4. What is the likelihood of the bounce continuing despite worries about jobs and inflation?

  5. What portfolio changes are being considered in the first half of 2023?


This video was recorded on 2/13/23. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

4Q22 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

John Luke Tyner, CFA

David Wagner III, CFA

Beckham Wyrick, CFA      

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. What is the latest on the Fed. Should we expect continued interest rate hikes?

  2. How is Fed policy impacting stock prices?

  3. Will midterm elections have any impact on markets?

  4. The economy seems OK, why are stocks down so much this year?

  5. What is the likelihood of the economy turning down into year-end and 2023?

  6. What portfolio changes are being considered as we head into 2023?


This video was recorded on 11/9/22. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

3Q22 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

John Luke Tyner, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Outlook for the Fed rate hikes and what they are hoping to accomplish

  2. What impact are these rate hikes having on the fixed income markets?

  3. What factors are leading to the market declines seen thus far in 2022?

  4. Why are we seeing such a divergence in performance between many of the top performing companies the last few years to now bring some of the worst performers?

  5. Given the current market Bear market, what does this mean for the likelihood of a pending recession?


This video was recorded on 7/12/22. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

1Q22 Recap & 2Q22 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

Joseph Sykora, CFA

John Luke Tyner, CFA

Beckham Wyrick, CFA

Click here to view slides - Guardian Wealth Quarterly Market Update - 1Q22 & 2Q22

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Equity Market – Where Does the Market Currently Stand?

  2. Fixed Income Market – Impact of Fed Policy

  3. Strategy Considerations

  4. Portfolio Considerations


This video was recorded on 4/22/22. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

1Q22 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

Beckham Wyrick, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we are considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Quantitative Factors Quantitative Factors– Where Does the Market Currently Stand?

  2. Qualitative Factors – A lot of Headline Risk Lately

  3. Strategy Considerations

  4. Portfolio Considerations


This video was recorded on 2/2/22. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

4Q21 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

Beckham Wyrick, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we’re considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Quantitative Factors Quantitative Factors– Where Does the Market Currently Stand?

  2. Qualitative Factors – A lot of Headline Risk Lately

  3. How Are Our Asset Allocation Prepared?

  4. Everything Feels Quite Negative Right Now, What Are Some Positives?


This video was recorded on 10/26/21. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

3Q21 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

Beckham Wyrick, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we’re considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Rotations: moving from broader themes to company themes

  2. What to do about bonds

  3. Key catalysts to watch in the 2nd half of 2021

  4. Things we can control

  5. Things we can’t control but can adjust


This video was recorded on 7/27/21. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

2Q21 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Mike Hensley, CFP, AIFA, CRPS

Speakers:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

Beckham Wyrick, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we’re considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. Rotations upon rotations: moving from broader themes to company themes

  2. The challenge of generating income in a low-rate world

  3. Key catalysts to watch in Q2 and throughout 2021

  4. Investment vs. Speculation

  5. What we’re doing to maximize upside vs. downside


This video was recorded on 4/20/21. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities.

 

1Q21 - GWA Investment Policy Committee Quarterly Update

 

Moderator:

Derek Hernquist

Speakers:

JD Gardner, CFA, CMT

David Wagner III, CFA

John Luke Tyner, CFA

This conversation is brought to you by the Investment Policy Committees at Guardian Wealth Advisors and Aptus Capital Advisors. Our goal is to keep you informed on the state of markets, and share the risks and opportunities we’re considering in managing your portfolio. This quarter’s discussion focuses on topics such as:

  1. The market backdrop entering a new administration

  2. The challenge of generating income in a low-rate world

  3. Key catalysts to watch in Q1 and throughout 2021

  4. Investment vs. Speculation

  5. What we’re doing to maximize upside vs. downside


This video was recorded on 1/26/21. The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Forward looking statements cannot be guaranteed. Investing involves risk. Principal loss is possible.

Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2, which is available upon request. GWA has entered into an arrangement with Aptus Capital Advisors, LLC (“Aptus”), pursuant to which Aptus will provide certain administrative, reporting, and other middle or back office services to GWA. GWA and Aptus are not affiliated entities. GWA-21-13