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Bridge Advisory, LLC
金融服务
Pasadena，California 517 位关注者
Connecting the Present to your Financial Future
关于我们
Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
- 网站
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https://www.bridgeadvisory.com
Bridge Advisory, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Pasadena，California
- 类型
- 合营企业
- 创立
- 2002
- 领域
- Wealth Management、Financial Planning、Investment Advisor、Portfolio Management和Insurance
地点
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主要
获取路线
123 S Marengo Ave
US，California，Pasadena，91101
Bridge Advisory, LLC员工
动态
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If you can spot a scam, you can STOP a scam! Check out our most recent blog post about how to identify fraud before it starts. https://lnkd.in/gxCEhgCj
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Check out our most recent podcast episode hosted by our CIO Nicholas Colletta, CFA, CAIA. If you enjoy, please rate the podcast and subscribe!
Check out my most recent episode of the Bridge Market Minute. I go over various topics this week including the CPI report, Fed meeting, labor market, commercial real estate, the growth narrative, and current portfolio positioning. If you enjoy please like and subscribe! https://lnkd.in/gvPeWXBR
Cyclical Swings
https://spotify.com
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Check out our Market Recap written by our CIO Nicholas Colletta, CFA, CAIA. Feel free to reach out if you have any questions!
Market Recap: As of June 14th, 2024, the Apple dives into AI, inflation was better than expected, and the Fed revises its outlook. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website.?Market Recap – June 13th, 2024 – Bridge Advisory. ?https://lnkd.in/gbM64vkX Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.
Market Recap - June 14, 2024 - Bridge Advisory
https://www.bridgeadvisory.com
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Please check out our market recap written by our CIO Nicholas Colletta, CFA, CAIA. Feel free to reach out if you have any questions!
Market Recap: As of May 30th, 2024, the PCE indicator remains above target, Costco posts strong earnings, and the Fed's Beige Book provides further insight into the economic landscape. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website.?Market Recap – May 31st, 2024 – Bridge Advisory. https://lnkd.in/gRP7FN5W Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.ap-may-31-2024/
Market Recap - May 31, 2024 - Bridge Advisory
https://www.bridgeadvisory.com
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Check out our market recap written by our CIO Nicholas Colletta, CFA, CAIA. If you have any questions feel free to reach out. Subscribe to our page to stay up to date with our weekly podcast The Bridge Market Minute.
Market Recap: As of May 23, 2024, Fed minutes surprise markets, Nvidia crushes earnings, and flash indicators reveal accelerating business activity. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website. Market Recap – May 24th, 2024 – Bridge Advisory. https://lnkd.in/gajw6GNv Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.
Market Recap - May 24, 2024 - Bridge Advisory
https://www.bridgeadvisory.com
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Check out the latest episode of our podcast hosted by our CIO Nicholas Colletta, CFA, CAIA! We hope you enjoy and if you have any questions feel free to reach out to us.
Check out our newest podcast episode where I analyze the inflation data, growth data, and the history/comeback of the meme stocks. If you enjoy please like and subscribe! Thank you. https://lnkd.in/gFzS8Fqr
Inflation, Growth, and Memes
https://spotify.com
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Check out our Market Recap written by our CIO Nicholas Colletta, CFA, CAIA! Also, be on the lookout for our podcast which publishes every Saturday. Feel free to reach out if you have any questions.
Market Recap: As of May 9th, 2024, AI is aiding scientists, Brazil is still facing historic floods, and consumer sentiment is weakening. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website.?Market Recap – May 10th, 2024 – Bridge Advisory. https://lnkd.in/gPQ3Bhdc Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.
Market Recap - May 10, 2024 - Bridge Advisory
https://www.bridgeadvisory.com
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Check out our podcast The Bridge Market Minute by our CIO Nicholas Colletta, CFA, CAIA. Feel free to reach out if you have any questions!
Check out the most recent episode of The Bridge Market Minute where I go over the Fed meeting, Apple's earnings, the ISM numbers and my general outlook for where the market is headed over the next few months. Hope you enjoy! https://lnkd.in/gFQP3mE3
Powell is a Dove
https://spotify.com
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Check out our Market Recap written by our CIO Nicholas Colletta, CFA, CAIA. Follow our page for all economic updates and our podcast. Enjoy!
Market Recap: As of May 2nd, 2024, the Federal Reserve took rate hikes off the table, Apple beat earnings and announced the largest share buyback in corporate history and both ISM reports were below expectations. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website.?Market Recap – May 3rd, 2024 – Bridge Advisory. https://lnkd.in/gmZHrhZa Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.
Market Recap - May 3, 2024 - Bridge Advisory
https://www.bridgeadvisory.com