2Q23 - GWP 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 Partners 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:

What is the latest on the Fed. Looking like the rate hikes are (mostly) done?
How is Fed policy impacting stock prices, money markets and mortgages?
Given the news environment, why are stocks bouncing this year?
How are we positioned for all of this AI talk? Hard to know the winners?
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 D/B/A Guardian Wealth Partners. 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.