Dr. Jeremy Siegel is a Senior Economist for WisdomTree Asset Management – a $100+ billion asset manager in New York. Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563 www.stengerfamilyoffice.com #investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #techstocks #ai #politics #politicsnews #trump #kamalaharris

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389 https://www.stengerfamilyoffice.com/ 0:00 Intro 1:40 Dr. Jeremy Siegel on Bullish! 2:40 China is a Mess 8:55 The Big Debate 11:57 The Reality with China 15:40 Where Do You Invest Now 20:53 Closing Remarks 21:15 Outro #investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #tech #techstocks #ai #trump #biden #election #2024 #kamalaharris #china

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389 https://www.stengerfamilyoffice.com/ #investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #tech #techstocks #ai #trump #biden #election #2024 #kamalaharris

Bob Stein is Deputy Chief Economist at First Trust Portfolios. He is responsible for forecasting and analyzing economic indicators as well as writing economic commentaries. Prior to joining First Trust, Bob was Assistant Secretary for Economic Policy at the U.S. Treasury Department. While there, Bob was responsible for briefing the Secretary of the Treasury on U.S. macroeconomic developments and formulating policy proposals. Day to day, he was responsible for leading a team of twenty economists conducting in-depth economic analysis and research. Between 1996 and 2002, Bob was chief economist for the Senate Budget Committee on Capitol Hill and an economist for the Senate Banking Committee and Joint Economic Committee. Prior to his tenure on Capitol Hill and the Treasury Department, Bob was a journalist for Investor’s Business Daily where he covered the economy and authored many front-page stories. Bob received a BA in both Economics and Government from Georgetown University. He is also a CFA charterholder. Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563 www.stengerfamilyoffice.com 0:00 Introduction 1:30 What's Going to Happen in the Debate? 4:45 How'd We End Up Here? 8:45 Dem Ticket if The People Had a Say 9:38 Opinion on VP Picks 11:51 China Influence 15:26 Swing States 17:45 Kamala's Policy 20:31 How are Markets Affected 25:59 Who Killed JFK & Did We Really Land on the Moon 29:10 Is Bob Bullish Long-Term? 29:50 Outro #investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #techstocks #ai #politics #politicsnews #trump #kamalaharris

Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389

Tim Urbanowicz is the Head of Research & Investment Strategy at Innovator ETFs which manages over $20 Billion in assets. Prior to Innovator, Tim spent time at JP Morgan, PowerShares, Invesco, and Northern Trust. He publishes Dialed In, which is a monthly newsletter you can subscribe to on LinkedIn and is a frequent contributor on Bloomberg, CNBC, and Fox Business to name a few. He is a CFA charter holder and received his bachelors degree from Wheaton College in Wheaton, IL. Innovator was established in 2017 by Bruce Bond and John Southard, founders of the PowerShares ETF lineup that has grown to be the fourth largest in the world. The listing of three Innovator Buffer ETFs™ in August 2018 marked the launch of the world’s first Defined Outcome ETFs™. Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563 www.stengerfamilyoffice.com 0:00 Intro 1:49 Are We Going Into A Recession? 9:14 What's The Next Shoe to Drop? 12:39 Have We Achieved a Soft Landing? 13:40 China 18:11 Election Outlook 22:50 AI 27:36 The Great Head Fake 32:40 Energy Stocks 35:20 Meme of the Week 37:22 The Crystal Ball 38:15 Closing Remarks 38:45 Outro #investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #techstocks #ai #etf #etfs

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389

Nick Stenger is CEO and Founder of Stenger Family Office, a financial advisor in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States. Stenger Family Office is a Registered Investment Advisor (RIA) firm with offices in Naperville, IL and Houston, TX. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC Naperville Office: 400 E. Diehl Road, Suite 550, Naperville, IL 60563 Houston Office: 1700 City Plaza Drive, Suite 440, Spring, TX 77389

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Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

https://www.stengerfamilyoffice.com/

0:00 Introduction

1:05 Investor Day 2025

3:00 A House Divided Cannot Stand

17:40 Market Update

27:10 Outro

#investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #tech #techstocks #ai #trump #biden #election #2024

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

https://sfo2025investorday.rsvpify.com/?securityToken=eXclpaZfGKdllO7pHfLcs2TMkABBYGok

#investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #nvidia #artificialintelligence #ai

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

00:00-03:15 Intro

03:15-07:00 The Founders Were Brilliant

07:00-11:00 Everyone is Bearish

11:00-15:00 Biblical Wisdom for Investing

15:00-35:00 Nick's Guiding Points for Investors

35:00-36:00 Closing Thoughts

#investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement #fourthofjuly #4thofjuly #independenceday

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

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Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

0:00 Introduction

3:33 Market Math

6:15 Markets Discount the Future

10:50 The Wilderness Years

16:54 The Wall of Worry: S&P 500 Index

19:53 Stocks for the Long Run

23:50 Lifeblood of a Bull Market

27:56 The Mag 7 are Magnificent

44:26 The Best vs. The Rest

46:53 Interest Rates & Small Caps

48:32 From First to Worst

51:41 USA: King of the Hill

56:00 Gold: Not an Inflation Hedge

58:04 Nick's 2025 S&P 500 Index Target

1:14:49 Outro

#investing #finance #stockmarket #StengerFamilyOffice #familyoffice #financialplanning #money #taxes #estateplanning #retirement

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Chris Jordan, CPA, MST is a Managing Director of Tax at Stenger Tax Advisory and Chief Financial Officer at Stenger Family Office. Nick Stenger is CEO and Financial Advisor at Stenger Family Office, a multi-family office Registered Investment Advisor firm with offices in Naperville, IL and Spring, TX.

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Joe Mansueto started Morningstar from his house in 1984 with just $80,000. The mission was simple - to provide investors with unbiased research covering thousands of mutual funds, exchange traded funds, and other investments. Simply, Joe started Morningstar to deliver data to every day investors. Like we've encouraged clients, data and math are critical, they help us dispel doom and gloom narrative.

As it turns out, demand for Morningstar's services is enormous. Today, Morningstar is a publicly traded company worth nearly $13 billion with almost 10,000 employees. The mission hasn't changed - investors are placed first. Morningstar is also known as one of the most trusted names in finance, delivering millions of consistent data points across a massive universe of investments, helping family offices, financial advisors, and individual investors understand the merits of a particular company or fund.

Marta Norton, CFA, the Chief Investment Officer, Americas at Morningstar joined the company after working for the Bureau of Labor Statistics, covering the Producer Price Index and other inflation metrics. She's a graduate of Wheaton College in Wheaton, IL and is a Chartered Financial Analyst (CFA).

Marta knows a thing or two about data, math, and statistics. In fact, her role at Morningstar requires her to break through sentiment and focus on the facts. Marta joined Sam Hardy & myself on Episode 17 of Bullish to discuss the Federal Reserve, inflation, interest rates, international conflicts, upcoming U.S. elections, and a variety of other topics.

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Jeremy Schwartz, CFA is the Global Chief Investment Officer at WisdomTree Asset Management, an asset manager based in New York City with over $100 billion in AUM (3/31/24). Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

YouTube Link: https://www.youtube.com/watch?v=0K3wDoMT2uQ

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Dave McGarel, CFA is Chief Investment Officer and Chief Operating Officer at First Trust Portfolios, an asset management firm based in Wheaton, IL with over $210 billion in AUM (as of 3/31/24).

Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com

Nick Stenger is CEO and Founder of Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. Since 1981, the Stenger family has provided customized financial advice to over 1,200 families across the United States.

Stenger Family Office is a Registered Investment Advisor (RIA) firm with headquarters in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience.

Disclosures:

The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563

www.stengerfamilyoffice.com