Albion Financial Group

?? Job Opening: Trader / Analyst We're looking for a talented professional to join our Investment Team at Albion Financial Group! Passionate, driven, and ready to make an impact? This role's for you! Please apply with a cover letter. Details at this link: https://lnkd.in/giCy9cm8 #investing #hiring #collaborating #gooddecisions #albionfinancialgroup

Albion CIO Jason Ware, MBA, BFA? joined Schwab Network yesterday morning to discuss NVIDIA earnings results and tech more broadly. Ware: "the quarter overall was good and there remains a long runway of growth here for the company. In AI alone, Jensen is talking about reasoning models needing 100x the compute versus one-shot inference - that's big news." #investing #wealthmanagement https://lnkd.in/ghcGskGZ

Albion CIO Jason Ware, MBA, BFA? joined CNBC's 'Power Lunch' this afternoon to discuss general #markets, corporate earnings, and #stocks we like, including a beaten down health care name (teased as the show's "mystery chart" going into the segment) plus tech stocks such as Salesforce, Apple, and NVIDIA (and some of the other mega cap names). Despite still liking these stocks, Ware's bullishness is somewhat more tempered these days: “It’s just math; we've been overweight most of these for over a decade but at this point investors just have to be more sensible about what these big winners can do going forward, about what's possible." WATCH the entire segment to see what Ware means and to see the "mystery stock"! #investing #wealthmanagement https://lnkd.in/g-H_dgxM

What are you?really?retiring?to? ?? It's more than just a number. Read the latest article from Anders Skagerberg, for 3 steps to a fulfilling retirement! #retiring #investing #financialplanning #gooddecisions #albionfinancialgroup

Are you ready for tax season? If not, don't worry, we have you covered with our latest tax planning guide. This guide will help you understand the updated tax rates, retirement contributions limits, as well as Social Security, Medicare figures, and more for 2025. Download it now and get started on your tax planning today! https://lnkd.in/gUN7wGBF #financialplanning #wealthmanagement #investing #gooddecisions #albionfinancialgroup

This month Albion Financial Group partnered with the Utah Food Bank Mobile Food Pantry program to support students and their families at Woodrow Wilson Elementary. We distributed essential food resources to help fight food insecurity in our community. We feel lucky to be in a position to help and we are grateful for our team's passion and dedication to #fightinghunger. Together, we can create a stronger and healthier community. #volunteering #communityservice #collaborating #gooddecisions #albionfinancialgroup

Albion CIO Jason Ware, MBA, BFA? joined Fox Business Network on Friday to discuss Apple's quarterly results, why we like the stock, as well as the Trump tariffs. Ware: "As President Trump has talked about, tariffs are negotiating tools and I think we have to remember that this is going to be a nimble strategy coming out of the White House - and I think the #markets will provide signals to the White House about just how far they should push them." Seems like an especially insightful comment today given the announcement of #tariffs and then the sudden delay in their implementation. For more of Ware's thoughts, WATCH the entire segment! #investing #wealthmanagement https://lnkd.in/gj_TnEjS

We're lucky to have you on our team Leticia Chetty!

Albion CIO Jason Ware, MBA, BFA? spoke with Forbes a few weeks back about the #economy, #inflation, #rates, #markets, and how we generally see things shaping up in 2025. The article just dropped; check it out! #investing #wealthmanagement https://lnkd.in/gRSzQxpU

Stocks finished higher and bond yields fell slightly during a holiday-shortened week that was light on macro data, but long on executive orders and policy pronouncements from the new Trump administration. Notably absent was the immediate enactment of tariffs on Mexico, Canada, and China, which had been repeatedly promised by Donald Trump on the campaign trail. Markets breathed a sigh of relief that perhaps tariffs would be used more thoughtfully by the Trump administration than many had feared. The rise in stocks was broad-based, with 10 out of 11 sectors in the S&P 500 finishing higher on the week. Energy was the lone exception thanks to a $3/barrel pullback in oil prices. International benchmarks finished higher and largely outperformed the US, in large part due to relief that a punitive tariff regime was not immediately enacted by President Trump. In fixed income, interest rate volatility subsided for the time being despite public pronouncements from Donald Trump that rates "need to be lowered immediately." Credit rallied and spreads finished tighter by 2 basis points, in sync with the gains in equities. In macro news: * S&P's US Manufacturing PMI just barely rose into expansion territory at 50.1 * S&P's US Services PMI unexpectedly fell 4 points to 52.8 * The U of Mich. Consumer Sentiment index fell 2 pts to 71.1 in the final January print * Existing home sales rose 2.2% in December to a SAAR of 4.24 million https://lnkd.in/g96ZXE3Z #wealthmanagement #investing #financialplanning #gooddecisions #albionfinancialgroup Publisher's Note: This is the final Weekly Market Recap from Mike Kessler after five years of writing this article every week. Mike is leaving Albion Financial Group this week. We thank him for his contributions over the years and wish him the best in his future endeavors!