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Watched Pots and Economic Outlooks |
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October 4, 2021
This Week from Jesse W. Hurst, II
CERTIFIED FINANCIAL PLANNER™ • ACCREDITED INVESTMENT FIDUCIARY
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As we turn towards the fall season and the final quarter of the year, there are many questions and concerns that people have been voicing about our economic and political backdrop. To that end, I have two pieces of news and information to share with you.
The first is that our good friend and partner Gene Goldman, CFA, Chief Investment Officer and Director of Research, and his team from Cetera Investment Management, have just released their fourth quarter outlook entitled “A Watched Pot Never Boils”. It addresses many of the questions that our clients have been asking. We thought we would share the one-page summary with you below, as not many of you have the time or interest to read the full, 10 page outlook (that’s why you have us!).
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Secondly, I wanted to alert you to mark October 26th at 4 PM on your calendar. We will be doing our quarterly webinar and outlook for the market and the economy. Much of this information comes from our partnership with Gene and his team. We appreciate the time and effort they put in to providing these resources for us to share with our friends and clients.
As always, please let us know if you have questions about how this information impacts you and your family. That is what is most important to us and drives our intention to serve you with excellence, as we continue “Moving Life Forward”.
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Sincerely,
Jesse W. Hurst, CFP®, AIF®
Financial Advisor and CEO
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Award Recipient Jesse Hurst
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1 This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
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Impel Wealth Management | 2006 4th St, Cuyahoga Falls, OH 44221
P: 330.800.0182 • TF: 844.422.5550 • F: 234.312.0460
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