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• 9/27/24
Stocks For The Long Run feat. Dr. Jeremy Siegel - Bullish Ep. 22 | Stenger Family Office
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
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• 9/9/24
Kamala vs. Trump feat. Bob Stein, First Trust Portfolios - Bullish Ep. 21 | Stenger Family Office
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
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• 8/14/24
Tim Urbanowicz, Innovator ETFs - Bullish Ep. 20 | Stenger Family Office
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
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• 5/13/24
Marta Norton - Bullish Ep. 17 | Stenger Family Office
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
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• 4/24/24
Jeremy Schwartz - Bullish Ep. 16 | Stenger Family Office
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
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• 4/8/24
Dave McGarel - Bullish Ep. 15 | Stenger Family Office
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
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• 12/4/23
Is Tesla Bulletproof? - Bullish Ep. 11 | Stenger Family Office
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
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• 11/30/23
Politicians Are Great Investors - Bullish Ep. 10 | Stenger Family Office
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
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• 10/6/23
Nike is the New Disney - Bullish Ep. 8 | Stenger Family Office
In the 8th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the following companies:
1. AutoZone
2. General Mills
3. FedEx
4. Darden Restaurants
5. FactSet
6. Costco
7. Cintas
8. Paychex
9. Accenture
10. Nike
11. Carmax
12. Carnival
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
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• 9/16/23
Casey's Crushes Earnings - Bullish Ep. 7 | Stenger Family Office
In the 7th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from August & September including:
1. UBS
2. Dell
3. UiPath
4. Dave & Busters
5. Toro Company
6. DocuSign
7. Adobe
8. Restoration Hardware
9. Kroger
10. Oracle
11. Casey’s General Store
12. Lennar
13. GameStop
14. Smith & Wesson
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
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• 9/8/23
Will Suits Make a Comeback? - Bullish Ep. 6 | Stenger Family Office
In the 6th episode of Bullish, Nick Stenger and Sam Hardy break down earnings from August including:
1. Best Buy
2. Big Lots
3. HP
4. Pure Storage
5. Salesforce
6. Crowdstrike
7. Chewy
8. VMware
9. Broadcom
10. Dollar General
11. ChargePoint
12. Campbell Soup
13. Victoria’s Secret
14. Lululemon
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
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• 9/2/23
Nvidia Lives Up to the Hype - Bullish Ep. 5 | Stenger Family Office
In the fifth episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 21st including:
1. Dick's Sporting Goods
2. Advance Auto Parts
3. Abercrombie & Fitch
4. Bath & Body Works
5. Peloton
6. Kohl's
7. Foot Locker
8. Williams Sonoma
9. Dollar Tree
10. Affirm
11. Workday
12. Ulta Beauty
13. Intuit
14. Nordstrom
15. Nvidia
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
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• 8/25/23
Macy's is a Disaster - Bullish Ep. 4 | Stenger Family Office
In the third episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 11th and 18th including:
1. KKR
2. Tyson Foods
3. Home Depot
4. Lowe's
5. Cardinal Health
6. Amcor
7. Cisco
8. Target
9. Walmart
10. Applied Materials
11. John Deere
12. Palo Alto Networks
13. Estee Lauder
14. Zoom
15. Macy's
16. Medtronic
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
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• 8/18/23
New York Bagels Are Great - Bullish Ep. 3 | Stenger Family Office
In the third episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the weeks of August 4th and 11th including:
1. Generac
2. Exelon
3. Coinbase
4. Amazon.com
5. Apple
6. ConocoPhillips
7. Papa Johns
8. Occidental
9. Shake Shack
10. Wayfair
11. Cigna
12. Air Products
13. Monster
14. Eli Lilly
15. Disney
16. Berkshire Hathaway
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
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• 8/8/23
Investor vs. Customer - Bullish Ep. 2 | Stenger Family Office
In the second episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the week of August 4th, 2023 including:
1. SoFi
2. Caterpillar
3. Uber
4. Ecolab
5. Starbucks
6. Merck
7. Pfizer
8. Altria
9. JetBlue
10. Paypal
11. Yum!
12. CVS
13. Carlyle Group
14. Qualcomm
15. National Retail Properties
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
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• 7/31/23
Big Tech Won't Quit - Bullish Ep. 1 | Stenger Family Office
In the first episode of Bullish, Nick Stenger and Sam Hardy break down earnings from the week of July 28th, 2023 including:
1. Google
2. Visa
3. Microsoft
4. Sherwin Williams
5. Coca-Cola
6. ServiceNow
7. Meta
8. Mastercard
9. Comcast
10. Abbvie
11. Honeywell
12. Northrop Grumman
13. Chevron
14. ExxonMobil
15. Procter & Gamble
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