Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest Wealth Management joins Bob Sirott of WGN Radio AM 720 to discuss how the stock market has changed through the years and why consumers aren’t spending as much. He also talks about the Fed’s focus on inflation, an update on the home builders confidence index, and his earnings season predictions. #murphysylvest #wgnradio #consumerspending #homebuilders
Murphy & Sylvest Wealth Management
金融服务
Dallas,TX 1,008 位关注者
Providing fee only, comprehensive wealth management strategies with a fiduciary promise.
关于我们
We provide fee only, comprehensive wealth management strategies including in-depth financial planning and investment portfolio management with a fiduciary promise to always act in our clients’ best interest. Our clients choose us because: ? We have the expertise to translate complex financial situations into simplified action plans, ? We provide expert wealth management strategies for any size portfolio, and ? We are persistent in keeping our clients on track. Murphy & Sylvest Stone Tower 13760 Noel Road, Suite 300, Dallas, TX 75240 Tel: (214) 373--8362 Fax: (972) 707-0992 Sylvest Advisors, LLC (DBA Murphy & Sylvest ) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. ? MURPHY & SYLVEST, All Rights Reserved. CRN201310-152267
- 网站
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https://www.murphysylvest.com
Murphy & Sylvest Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Dallas,TX
- 类型
- 私人持股
- 创立
- 1987
地点
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主要
13760 Noel Road
Suite 300
US,TX,Dallas,75240
Murphy & Sylvest Wealth Management员工
动态
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Murphy & Sylvest Wealth Management Weekly Newsletter for the week of February 24th 2025. Written by our Sr. Wealth Advisor and Market Strategist, Paul Nolte, CFA.
Do As I Say OR Do As I Do
Murphy & Sylvest Wealth Management,发布于领英
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Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest Wealth Management, joins Bob Sirott of WGN Radio AM 720 to explain why people are shifting their focus to politics compared to earnings and the economy, as well as how inflation is impacting commodity prices. He also talks about how bars and restaurants are seeing gains and shares details about weekly jobless claims numbers. #murphysylvest #wgnradio #politics #inflation #servicesector
How is inflation impacting commodity prices?
https://wgnradio.com
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Murphy & Sylvest Wealth Management's Weekly Newsletter for February 17th 2025. Written by our Sr. Wealth Advisor and Market Strategist, Paul Nolte, CFA.
Running Hot
Murphy & Sylvest Wealth Management,发布于领英
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Donnie LaGrange, LTC (Ret.), M.Ed., CFP(R), ChFC(R) is one of three CERTIFIED FINANCIAL PLANNERS on Murphy & Sylvest Wealth Management's Financial Planning team. Are you interested in experiencing the CFP? difference? #murphysylvest #financialplanning #wealthmanagement
CFP Board just released some preliminary results of their study. ~33% of respondents worked with a 'financial planner,' and half of those were working with a CFP Board Certified Financial Planner. Key findings in the graphic. I am a CFP(R) Professional, and here to help if you'd like to enjoy these benefits. As are my colleagues Elizabeth Sullivan, AIF?, AAMS? and Thomas E Murphy. Murphy & Sylvest Wealth Management Scott Long. FPA DALLAS/FORT WORTH
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Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest Wealth Management, joins Bob Sirott of WGN Radio AM 720 to explain how some tariffs will impact consumers and why people are keeping an eye on the upcoming inflation report. He also discusses the revision to the employment report and the job cuts at Meta. #murphysylvest #wgnradio #tariffs #employmentnumbers #inflation
Which tariffs will impact consumers the most?
https://wgnradio.com
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Murphy & Sylvest Wealth Management's weekly newsletter February 10th 2025. Written by our own Sr. Wealth Advisor & Market Strategist, Paul Nolte, CFA.
Dazed And Confused
Murphy & Sylvest Wealth Management,发布于领英
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Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist for Murphy & Sylvest Wealth Management, joins Bob Sirott of WGN Radio AM 720 to discuss China’s response to President Trump’s tariff proposal and what this week’s employment report could tell us. He also talk about the Fed speakers that will react to the tariffs proposal this week and the outlook on stocks. #murphysylvest #wgnradio #tariffs #federalreserve
Is President Trump’s tariff proposal impacting stocks?
https://wgnradio.com
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Murphy & Sylvest Wealth Management's Wealth Advisor, Scott Long, shares some of his career transition with Anne Field and Barron's Advisor. Brief summary below (link for full article): About a year ago, Donnie LaGrange, and his colleagues at Dallas-based Murphy & Sylvest Wealth Management, wanted to add another advisor to the 10-year-old firm’s Elmhurst, IL office. “We generally look for someone who’s more proven” than someone in operations, he says. But then they were introduced through a mutual friend to Scott Long, who was working for a retail branch of Fidelity Investments in an operations role. LaGrange figured it would be helpful to have someone who knew the inner workings of a large custodian, “how to meet all the paper requirements, and was comfortable with that part of the business,” he says. Long wasn’t looking to make a change, but he clicked with the firm’s owners, had his Series 7 and 66, and decided to give the advisor role a try. The Murphy & Sylvest Wealth Management team understood that hiring Long would require a different learning process—one that would combine tried-and-true methods with efforts tailored to his situation. “We knew we had to commit to Scott's technical development,” says LaGrange. For starters, that involved Long sitting in on meetings with existing clients in both Elmhurst and Dallas. Long also turns to different team members for help with their areas of expertise when working with clients. LaGrange, a retired army officer, for example, has met with Long and a few military veteran clients. In addition, LaGrange and another advisor usually create the financial plans for Long’s clients. Long works in a hybrid capacity, handling projects like making sure account forms are filled out correctly. His experience is typical of operations professionals transitioning to an advisor role at other enterprises. Ultimately, operations people turned advisors say their previous experience creates an understanding of clients they couldn’t have developed otherwise. “Clients want to know what to expect, what happens next,” says Long. “If you’ve done it all firsthand, you can provide insights into the whole process.” #murphysylvest #retirementplanning #wealthmanagement #barrons
Here’s the Unexpected Place Some Firms Are Finding New Advisors
barrons.com
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Murphy & Sylvest Wealth Management's weekly newsletter February 3rd 2025. Written by our Sr. Wealth Advisor & Market Strategist Paul Nolte, CFA.
Tariff Man Strikes
Murphy & Sylvest Wealth Management,发布于领英