Building Capital & Protecting Wealth - Established 2005 - Wealth Management Services - https://teapaw.org/t.co/RXVq6cNF6k Phone: (202) 550-0120
Wash, DC & Charleston, SC
Joined August 2011
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Stocks are cheaper than they were at the beginning of the year... at least on an earnings basis.
Strong Q2 earnings have brought the market's P/E ratio back near its historical average.
Watch this week's market update.
youtu.be/a3A43KzFYik
This episode features Charles Carmody. He has been the Director of The Charleston Music Hall since 2012. His mission is to make Charleston the greatest music city in the world.
open.spotify.com/episode/4z8…
Big thanks to the First Trust and Vest Financial team for last week's insightful session on the power of direct indexing and buffer ETFs. We’re excited to explore new strategies for enhancing client portfolios!
The Deficit Effect - 4/4/24
The investment topic du jour these days amongst our clients and cohorts is the direction of interest rates...
warcap.com/post/market-updat…
For the first time in 15 years, the bond market is offering “real return”, which subtracts taxes and inflation from interest. With treasury notes paying 5.5% and CPI at 3%, bond yields are attractive, and we’ve added treasuries to client portfolios...
warcap.com/post/market-updat…
Save The Date!
We look forward to having you join us at the Daniel Island Club on Monday, September 18th, 2023, for The Aces and Amateurs Invitation benefiting the Warren Capital Foundation.
Visit warcap.com/annual-golf-tourn… for more information.
This week's episode features the CEO of @sweetgreen, Jonathan Neman!
podcasters.spotify.com/pod/s…
Markets were off to a roaring start for the first month of the year as both bonds and stocks rallied. The assumption that inflation was in check and that aggressive Fed tightening would soon come to an end fueled the move...
warcap.com/post/market-updat…
Listen to "Episode 25: On The Rocks with Ethan Caldwell" by On The Rocks with Joe Warren. ⚓ spotifyanchor-web.app.link/e…
New episode of On The Rocks!
This week features Greg Surratt, founding pastor of Seacoast Church.
anchor.fm/ontherockswithjoew…
Check out the latest commentary from Joe Warren:
Have rates peaked? Crypto warning?
warcap.com/post/market-updat…
Listen to "Episode 23: On The Rocks with Dr. Kerry Johnson".
This week's episode features renowned business consultant and best-selling author of seventeen books, Dr. Kerry Johnson.
spotifyanchor-web.app.link/e…