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While an economist and co-CEO of the world's largest bond investor thinks we're in for a bumpy ride, this savvy advisor explains why spotting and studying trends within and around the major trends affecting economies and markets helps him take advantage of opportunities others may miss—finding them early and buying when they're cheap.
A reversion to the mean is now in progress. Corporate profits as a share of GDP are the highest in history, while the share of GDP claimed by labor is at a 20-year low. This has to be resolved in the economy and by the financial markets. When prospects and clients hear our take on this, it builds credibility and trust, and adds to our value.
Hear why this seasoned advisor says he's comfortable in today's markets. It's an environment in which good stock pickers who monitor the progression of corporate earnings and pick stocks that will fight off the effect of shrinking valuations can make huge gains.
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The AI-Powered Financial Advisor
Begins July 9, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
September 15–18, 2026