G Squared Private Wealth

The election is behind us, and we're now focused on the rest of the year and what shifting dynamics may remain in the markets. G Squared Private Wealth's CIO, Victoria Greene, CFA, delivers our insights in this month's market brief. Read the full piece below! #markets #movingon #wealthmanagement

G Squared Private Wealth's wide-ranging credentials allow us to provide comprehensive guidance across financial planning, investment management, and retirement strategies. From navigating complex estate considerations to preparing for a business transition, each designation reflects our commitment to supporting every aspect of your financial journey. Let’s work together to build a plan aligned with your goals and dreams! #FinancialPlanning #WealthManagement

Today, we pause to honor and thank the brave men and women who have served our country with courage and dedication. Your sacrifices ensure our freedom and security, and we are forever grateful for your service. Happy Veteran’s Day!

As polls open and the election day is finally here, we caution investors to not get too caught up in the fray! Politics matters to us personally and socially, but in the stock markets? Not so much. Often the market returns are driven more by the economic cycle rather than the political one. But here are 10 key items to watch for: 1. Down the ticket matters just as much as the Presidential election. The house is a toss up and the balance of power being split or united is crucial 2.?Markets prefer split power and a little gridlock 3.?Tariffs and taxes are the 2 key policy items at risk to swing one way or another 4.?It will likely take days, if not weeks, to declare a winner 5.?Mail in ballots may shift results from initial polling, and the margin of victory in the contested states is estimated to be less than 0.5% (PA, MI, WI, NC, GA, AZ, NV) 6.?The Senate is likely to swing red. Senate math is against the Democrats this cycle 7.?We caution against knee jerk trading on results, its often very short sighted 8.?Goldman estimates range from +3% S&P 500 (Trump/Red sweep, 25% probability) to the lowest probability and worst market reaction of Harris and Democratic sweep (5% probability) and -3% S&P 500 reaction. 9.?This was the first election with legal election “betting” offered by firms such as Kalshi, PredictIt and Polymarket. It has offered faster insight into election odds.?While this is new to the USA, this is commonplace in the rest of the world. This actually regulated by the CFTC (Commodity Futures Trading Commission) vs. gambling. 10.?Whoever wins, markets will still open at 9:30am EST, and the sun will rise #electionday #wealthmanagement #investing

Finish 2024 strong with our Year-End Planning Checklist! This quick guide covers key financial steps to review to help you enter 2025 prepared and organized! Don't miss the opportunity to ensure you are ready to go for the new year before the holidays roll around. #YearEndPlanning #WealthManagement

October has been known for its surprises in the markets, and with November on the horizon, more shifts could be in store. G Squared Private Wealth's CIO, Victoria Greene, CFA, breaks down what these changes mean for your investments. Read the full brief below. Join our email list to receive insights as they come available by reaching out to [email protected]! #markets #spookyseason #wealthmanagement

G Squared Private Wealth's CEO, George Georgiades, had the opportunity to join Sanctuary Wealth's 2024 Oasis conference to deepen our expertise to better serve our clients. Continuous learning is key to navigating the ever-evolving financial landscape, and we are committed to enhancing our capabilities to deliver exceptional wealth management solutions! #OASIS2024 #BoldAmbition #WealthManagement

G Squared Private Wealth was honored to support the Pink Alliance at this year’s Surviving and Thriving Luncheon. Victoria Greene, CFA, Brandi Ring-Cooper, and Jennifer Juergens, J.D. attended the annual awareness luncheon, which is held once a year in October. Pink Alliance is a local organization that partners with health organizations to assist breast cancer patients with limited financial means. Thank you to our friends who joined us at this impactful event! Go get checked!!!

It’s officially Fat Bear Week in the office, and the competition is fierce! ???? Our team has cast their votes, and the bear battle lines are drawn: - Janet Syptak's going all in on 903 Gully—Gully's got the curves and the determination! - Christina's betting on the legend, 747—a heavy favorite, quite literally! - Jennifer Juergens, J.D.’s rooting for 128 Grazer—because strategy and stamina win the game! - Brandi Ring-Cooper’s backing 32 Chunk—who proves you can be both strong AND charming! - Tanner Vroman, CFP? put his chips on 164 Bucky Dent—a wildcard with a lot of heart. - Victoria Greene, CFA's team 151 Walker—Walker’s ready to walk away with the crown! Who’s your pick for this year’s ultimate chonk champion? ???? #FatBearWeek #OfficePicks Let’s see whose bear reigns supreme!

As we approach the final trading days of September, we are pleased to share our Q4 market outlook written by G Squared Private Wealth's CIO, Victoria Greene, CFA. Despite the potential volatility from the upcoming election, we believe the bull market remains strong, with the possibility of a rally leading into year-end. While global challenges persist, many companies continue to perform well, delivering strong earnings and expanding profit margins. If you have any questions or would like to discuss further, our team is here to assist you! Reach out to us at [email protected] to join our email list to receive our updates as they come available! #wealthmanagement #finance #investing #q4outlook