What We’re Watching As Summer Begins

A business seminar graphic titled WHAT WERE WATCHING AS SUMMER BEGINS features a headshot of Ross Bramwell, CFA, Principal, above the Homrich Berg Wealth Management logo.

In this video, Ross Bramwell covers a couple of topics we’re watching as summer begins:

  • Reasons why the stock market has been hitting resistance levels in recent weeks.
  • Whether rising bond yields are a risk to the stock market.
  • What the administration might do next, as Trump’s tariffs were struck down by a federal court, although they were upheld by an appeals court, and will stay in place for now.

If you have any questions, please reach out to a member of your client service team. Watch here: https://youtu.be/3Tii-DoSa2Q?feature=shared

A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.

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Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.