The 20 Minute Market Breakdown

This month instead of talking about what we think is important we answer the most frequent client questions we have been receiving.

In this episode of 20 Minute Market Breakdown, we look at the normalization of the past decade of abnormalities and why this might feel like a recession to some.

In this special edition we discuss everything happening in the bank industry now and why investors should not panic.

In this episode we review the emotional rollercoaster financial markets have had in the past couple of years, where things stand now and what to do about it.

In this month's 20 Minute Market Breakdown we cover the hot topics of inflation, recession and what they both might mean for the stock market.

The information provided in this presentation should not be considered a recommendation to purchase or sell any particular security. Parallel Financial reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Investing involves the risk of loss of principal. There is no assurance that any securities, sectors or industries discussed herein will be included in all portfolios invested in the strategy. Clients have the ability to impose reasonable restrictions on the management of their account. You should contact Parallel Financial should your investment objective, time horizon or general financial situation change, or if you would like to have a meeting to discuss your account. Past performance is no guarantee of future results. Performance presented is based on a representative account, which was chosen because it most closely conforms to the investment strategy. Individual account performance will vary based upon the inception date of the account, restrictions on the account, and other factors, and may not equal the performance presented herein. Performance results of the representative account are net of all fees. The S&P 500 index is provided for comparative purposes. The S&P 500 index is unmanaged and it is comprised of primarily large capitalization stocks. Parallel Financial Partners is a member of The Fiduciary Alliance. The Fiduciary Alliance is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 864-385-7999 or emailing info@parallelfinancial.com.

In this episode we briefly review 2022 before evaluating the 2023 risks, positives and what investors should be doing now.

The information provided in this presentation should not be considered a recommendation to purchase or sell any particular security. Parallel Financial reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Investing involves the risk of loss of principal. There is no assurance that any securities, sectors or industries discussed herein will be included in all portfolios invested in the strategy. Clients have the ability to impose reasonable restrictions on the management of their account. You should contact Parallel Financial should your investment objective, time horizon or general financial situation change, or if you would like to have a meeting to discuss your account. Past performance is no guarantee of future results. Performance presented is based on a representative account, which was chosen because it most closely conforms to the investment strategy. Individual account performance will vary based upon the inception date of the account, restrictions on the account, and other factors, and may not equal the performance presented herein. Performance results of the representative account are net of all fees. The S&P 500 index is provided for comparative purposes. The S&P 500 index is unmanaged and it is comprised of primarily large capitalization stocks. Parallel Financial Partners is a member of The Fiduciary Alliance. The Fiduciary Alliance is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 864-385-7999 or emailing info@parallelfinancial.com.

In this month’s edition of The 20 Minute Market Breakdown Brian and Greg discuss the election and how it may or may not affect financial markets. They also have a few TV show recommendations if you are looking for some quality distractions.

Disclosure: The information provided in this presentation should not be considered a recommendation to purchase or sell any particular security. Parallel Financial reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Investing involves the risk of loss of principal. You should contact Parallel Financial should your investment objective, time horizon or general financial situation change, or if you would like to have a meeting to discuss your account. Past performance is no guarantee of future results. Parallel Financial is a member of The Fiduciary Alliance. The Fiduciary Alliance is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 864-385-7999 or emailing info@parallelfinancial.com.

In this episode of The 20 Minute Market Breakdown Brian and Greg discuss how much of the volatility throughout financial markets might just be the investing world’s path to something more normal.

Disclosure

The information provided in this presentation should not be considered a recommendation to purchase or sell any particular security. Parallel Financial reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. It should not be assumed that any of the securities transactions, holdings or sectors discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. Investing involves the risk of loss of principal. You should contact Parallel Financial should your investment objective, time horizon or general financial situation change, or if you would like to have a meeting to discuss your account. Past performance is no guarantee of future results. Parallel Financial is a member of The Fiduciary Alliance. The Fiduciary Alliance is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 864-385-7999 or emailing info@parallelfinancial.com.

In this episode Brian and Greg go through the different arguments to be bullish or bearish right now, but ultimately come back to the need for a proper perspective on timeframe. They wrap the episode with recommendations on what to do with your money and your free time.

In this episode of The 20 Minute Market Breakdown, we discuss an alternative to recession. Could the economy simply be normalizing after an unprecedented past two years? We explore that and much more.

Please enjoy our first ever deep dive conversation with Brian Boughner, CFA, CMT and Greg Towner, CFA, CMT of Parallel Portfolios where we discuss the hottest investment related topics that are relevant today. This month we talk recession and everything tied to it from inflation to the Fed and interest rates to housing and jobs. Please give us your feedback, including what you think this conversation should be named? Take a listen!