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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