As we near the end of 2024, consider taking some time to review your financial goals. The PVI team is here to help navigate all aspects of financial planning.
Pine Valley Investments, LLC
投资管理
Marlton,New Jersey 428 位关注者
Registered Investment Advisory Firm, Outsourced CIO
关于我们
We are a registered investment advisory (RIA) firm dedicated to providing comprehensive wealth management solutions tailored to your unique financial goals. At Pine Valley Investments, we understand that managing your wealth is more than just investing. It's about creating a financial strategy that aligns with your lifestyle, values, and future aspirations. Our team of experienced investment managers is committed to helping you navigate the complexities of the financial markets. We specialize in serving high net worth individuals, families, and businesses, offering a range of services including portfolio management, financial planning, and retirement planning. Our client-first approach as a fiduciary ensures that we put your interests at the forefront of everything we do. Whether you're looking for investment management services or comprehensive financial planning, our team is here to guide you every step of the way. Discover the Pine Valley Investments difference today and experience a new level of personalized wealth management.
- 网站
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https://www.pinevalleyinvestments.com
Pine Valley Investments, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Marlton,New Jersey
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Portfolio Management、Investment Advice、Financial Planning和Hedge Funds
地点
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主要
10 E Stow Rd
Suite 200
US,New Jersey,Marlton,08053
Pine Valley Investments, LLC员工
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Kate Fay, CFP?
Director of Financial Planning at Pine Valley Investments, LLC
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Thomas J. Crossett
Director at Pine Valley Investments, LLC
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Scott Lermack, MBA, CEPA
Vice President, Wealth Advisor at Pine Valley Investments, LLC
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Nicholas Lampone
Chief Strategy Officer & Investment Advisor Representative @ Pine Valley Investments | Investments
动态
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?? ?????????????? ???? ??????????'?? ?????????????? ???????? ???? ???????? ??????????????: U.S. Futures-World Markets: US equity futures are set to hit new all-time highs on the last trading day of the quarter. May's Personal Consumption Expenditures (PCE) report comes at 8:30 am. Recent economic data has suggested economic growth is slowing, and this supports the view the Fed may start cutting interest rates sooner rather than later.? It's been a great first half of the year, as the bull case for AI technology, coupled with lower interest rates, pushed stocks to record highs. Markets are pricing in two rate cuts in 2024 (see chart below), which seems entirely plausible. Corporate fundamentals remain stable as investors anticipate a "soft landing" for the US economy.? As always, there are plenty of concerns surrounding geopolitical tensions, the upcoming presidential election, and Fed policy, but these are "known unknowns" (Nick Colas' term, not mine). Investing is never as easy as it seems in bull markets, so let's see if stocks can continue to climb the "wall of worry" higher. S&P?Futures vs. Fair Value: +19.00, 10-year yield: 4.30% ???????? ???? ???????? ???? ?????? ?????? ???????? ???????? (????????????, ????????????????????????, ??????????, ??????.) ?????????????????? ???? ???????? ?????????? ???????? ??????????????: ?????????????????:?/?/??????????.????????????????????????????????????????????????????????????????.??????????/???????????????????????????????
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?? ?????????????? ???? ??????????'?? ?????????????? ???????? ???? ???????? ??????????????: U.S. Futures-World Markets:?? US equity futures are flat after closing below all-time highs yesterday, with tech stocks, and Nvidia specifically, leading the way lower. Triple witching options expiration today will cause some large volume prints and movement in individual stocks. Here's a definition for those unfamiliar with the term:?https://lnkd.in/ekH2iFHH. The Financial Times published an article today about Softbank founder Masayoshi Son and his "grand ambition" to create an era of artificial intelligence in which computers are significantly smarter than humans. Maybe Masa Son should worry more about getting his trades right and making money for investors. Per the WSJ:?In 2019, the Vision Fund?sold its entire 4.9% stake?in Nvidia and booked a $3.3 billion return on its investment. It seemed like a big win, since SoftBank had spent about $700 million for its stake. Had SoftBank’s fund held on to its Nvidia stake, it would be worth around $160 billion today, meaning SoftBank missed out on a gain of more than $150 billion by selling in 2019." ???????? ???? ???????? ???? ?????? ?????? ???????? ???????? (????????????, ????????????????????????, ??????????, ??????.) ?????????????????? ???? ???????? ?????????? ???????? ??????????????: ?????????????????:?/?/??????????.????????????????????????????????????????????????????????????????.??????????/???????????????????????????????
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?? ?????????????? ???? ??????????'?? ?????????????? ???????? ???? ???????? ??????????????: U.S. Futures-World Markets:? Stocks cheered in a soft CPI print, showing inflation continues to creep lower, and rate hikes are officially off the table. Recession and stagflation fears have pulled a Homer Simpson and faded into the background (link for the boomers who don't get the joke https://lnkd.in/eswU4JPi). Tech stocks were a beneficiary and are up premarket with some follow-through after The Godfather's press conference yesterday. ? Semiconductor stocks remain in pole position (which was an incredible Atari game?https://lnkd.in/eA7h7N-N)?after Broadcom (AVGO) posted blowout earnings and followed Nvidia's playbook with a 10-for-1 stock split. I'm sure equity sales traders are happy to see these stocks finally split, as they get paid on a cents-per-share commission basis. More shares traded equals higher commissions. ???????? ???? ???????? ???? ?????? ?????? ???????? ???????? (????????????, ????????????????????????, ??????????, ??????.) ?????????????????? ???? ???????? ?????????? ???????? ??????????????: ?????????????????:?/?/??????????.????????????????????????????????????????????????????????????????.??????????/???????????????????????????????
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Pine Valley Investments, LLC转发了
Here is today's edition of The Morning CORE, my daily financial newsletter. It includes the latest news, market commentary, economic charts, and a few interesting articles. You can sign up online for free. https://lnkd.in/eGX8itjU
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Pine Valley Investments, LLC转发了
Grateful for the opportunity to present with Joshua Feldschneider to the talented advisors at ABMM Financial. Engaging with their team is always valuable and rewarding. #marketoutlook #kickoffconference
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Pine Valley Investments, LLC转发了
Just your friendly monthly reminder to sign up for our Daily newsletter, The Morning CORE, by @CORELampone https://lnkd.in/ecDerAVc $SPY $QQQ $IWM