US TSA checkpoint numbers may reveal more than just travel patterns. People typically only travel for two reasons, work or leisure. An all-time high in passenger travel can be a sign of a robust economy. #investing #travel #wealthmanagement #finance Source: TSA, Bloomberg, Apollo Chief Economist
Oakmont Capital Management, LLC
投资管理
Oakmont，PA 249 位关注者
Everyone deserves a Chief Investment Officer...
关于我们
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We enjoy working with a variety of people and institutions regardless of where they are on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet specific return objectives. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer. This includes new investors to sophisticated ones. We are here to help in the constant pursuit of your financial well-being. We welcome all conversations, especially friendly ones! If you have any questions regarding wealth management, retirement planning, or investing, feel free to give us a call (412) 828-5550.
- 网站
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http://www.oakmontcap.com
Oakmont Capital Management, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Oakmont，PA
- 类型
- 私人持股
- 创立
- 2002
- 领域
- Wealth Management、Institutional Consulting和Family Office
地点
Oakmont Capital Management, LLC员工
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Gina M. Kovatch, CRPS®
Chief Compliance Officer and Senior Investment Advisor at Oakmont Capital Management, LLC
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Kyle Rioboli, CFA®
Director of Trading & Investments at Oakmont Capital Management, LLC
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Marcia Rosatti Weaver
Client Relations Manager at Oakmont Capital Management, LLC.
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Katlynn Martin
Client Relationship Manager at Oakmont Capital Management, LLC
动态
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With travel costs rising due to inflation, it appears Americans still prioritize and desire vacation! #Investing #Inflation #travel #wealthmanagement Source: Bureau of Labor Statistics, Investopedia
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The share of homes with a price drop has been increasing this year, especially when compared to years past. #investing #finance #economy #realestate #financialadvice Source: Redfin analysis of MLS data and Liz Ann Sonders, Charles Schwab
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Rents are rising in many of the largest U.S. cities. This could be one of the many signs of an economy that continues to remain resilient and may have implications on inflation and the Fed's view on rates. #economy #inflation #rates #realestate #wealthmanagement Source: Aparmentalist, Apollo Chief Economist
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The S&P 500 was up +1.7% in January. According to the S&P Election Year January Barometer, it suggests 2024 should be a good year for equties. Below is the Presidential election year data since 1950. When January is positive, the S&P 500 on average has returned +15.6% without a negative year. #markets #investing #equities #wealthmanagment #retirementplanning Source: StockTradersAlmanac.com, Hirsch Holdings Inc. Past performance is no guarantee of future results.
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The concept of "Stocks for the Long Run" is illustrated in this chart of the S&P 500 grouped into 10 percent return increments. It's interesting to note how many of the 10-20% and 20-30% returns have come recently. #markets #investing #taxes #financialplanning #wealthmanagement Source: S&P Global, Macrobond Financial
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Even as the rate for the 30-year fixed mortgage has declined over the past few months, we have not seen a significant uptick in mortgage applications. How low will rates have to go before the enthusiastic home buyer returns? #markets #investing #bonds #realestate #mortgagebrokers
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Pack your bags! It appears the US Consumer continues to travel to foreign countries at or near an all-time high. Typically, this is a sign of economic strength. Source: Apollo Chief Economist #smallbusinessowners #pittsburgh #markets #fixedincome #estateplanning #investments
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