Markets are forward looking, but earnings estimates don’t have to be. Currently, consensus is projecting 1Q25 and FY25 year-over-year EPS growth of 7.1% and 10.0%, respectively. Relative to 10-year medians of 4.4% and 3.1%, both estimates are strong. https://lnkd.in/gqzeZ5qj
Retirement Solutions Inc.
投资管理
Carlsbad，CA 458 位关注者
Advising successful individuals on planning for and transitioning into retirement.
关于我们
Retirement Solutions, Inc. is a full-service financial firm which specializes in retirement planning, retirement income distribution planning, investment management, business succession planning, and wealth management strategies for business owners, top-performing professionals, retired and nearly retired people. Leading up to retirement, we guide clients through our Six Step Retirement Solution to help identify and organize their financial objectives. Our job is to develop and implement strategies necessary so you can leave your job when you want, how you want, and feel empowered to pursue other interests and goals. We will design and execute your personalized strategies, encompassing financial planning, investment portfolio design and management, tax and estate planning. These strategies, in turn, are designed to allow you the time and financial independence to fully enjoy retirement, a second career or whatever pursuits you desire. We believe a successful wealth management strategy must also incorporate asset allocation and tax allocation. Whether or not an individual achieves their financial aspirations can depend largely on how they allocate their assets now, which makes it one of the most important decisions that an investor can make. Retirement Solutions, Inc. prides itself on providing prompt, personal and highly professional services. The firm is committed to meeting its clients’ financial needs now and in the future. Disclosure: Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Retirement Solutions, Inc. is not affiliated with SagePoint Financial, Inc., or registered as a broker dealer or investment advisor. Insurance services are offered through Scott Chelberg as a licensed agent independent of SagePoint Financial, Inc. Branch Office Phone: 760-603-0700 http://www.finra.org http://www.sipc.org http://sagepointfinancial.com/disclosures/socialmedia
- 网站
-
http://www.2rsi.com
Retirement Solutions Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Carlsbad，CA
- 类型
- 自有
- 创立
- 2002
地点
-
主要
获取路线
5857 Owens Avenue, Suite 110
US，CA，Carlsbad，92008
Retirement Solutions Inc.员工
-
Jim Franceus, CFP®
President at Summit Financial Advisors, Inc.
-
Scott Chelberg, CFP®, CEPA®
Guiding business owners and executives toward their ideal retirement while minimizing interruptions to their lives.
-
Noah Myers
SDSU alumni. Currently working at Retirement Solutions Inc.
-
DeeAndre Moore
Financial Paraplanner & CFP Student - I enjoy bridging the gap between financial education and those who need our expertise.
动态
-
Unpacking New Tariffs and the Effect on Markets. Stocks can climb a wall of worry, but will never climb a wall of uncertainty. https://2rsi.com/tariffs/
-
-
Last week’s erratic market moves were disorienting. On Tuesday, the S&P 500 closed out its worst four-day stretch since the pandemic, falling over 12% after the administration announced tariffs that exceeded market expectations. Shortly after, news that these tariffs would be suspended for most countries fueled a 9.5% market rally, the largest one day gain since 2008. Volatility wasn’t confined to just equities. 10-year yields fell 19bps due to increased growth fears after the tariff announcement, only to finish last week 47bps higher.
-
-
While new tariffs sparked a market sell off, the March Jobs report provided some good news in an otherwise volatile week. Nonfarm payrolls rose by 228k, well above expectations of 135k. However, revisions put this report more in line with expectations, removing 48k jobs from gains from the prior two months. https://lnkd.in/g6va8Wus
-
Known for its notoriously strict borrowing laws, Germany’s new fiscal spending package has the potential to transform both the country and the broader European Union in the coming decade. https://lnkd.in/gpEhiNby
-
Entering 2025, investors once again sang the chorus of U.S. exceptionalism. Driven by optimism around AI innovation from mega-cap tech and hopes of pro-business policies, they wondered—why look anywhere else? https://lnkd.in/gaGbBUCx
-
After the election, many anticipated that the dollar would continue its upward trajectory, even after hitting its highest level in real effective terms since the 1980s. This was fueled by the belief that the new administration's policies would stimulate real economic growth and reduce the probability of significant Fed rate cuts in 2025. However, this week’s chart shows the dollar’s recent plunge, declining 4.4% year to-date, casting doubt on previous expectations. https://lnkd.in/gGAXSZX8
-
Unrealized policies can have real impacts. Companies pulling forward imports ahead of tariffs propelled the U.S. trade deficit to a record high of $131 billion in January. While exports have remained relatively stable (+1% m/m), imports surged 10%, driven by industrial supplies & materials (+34%). https://lnkd.in/grWhAcxS