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Testimonials
With over two decades of expertise in wealth management at premier financial establishments, I established Stonewater Financial. As we approach our firm's fifth anniversary, I take immense pride in our dedicated team, the enduring relationships we've cultivated, and the consistent successes we've achieved and continue to pursue.
At Stonewater Financial, we build and manage custom financial plans that suit each individual's unique situation. This plan is not just about what money goes where. It's a roadmap for what to do in volatile markets, how to respond to changes in personal circumstances, and what kind of legacy you want to leave.
Steven Bernstein
President, Stonewater Financial
Earnings vs. the Economy
WHAT TO EXPECT
The Fed’s Next Move
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Talking Technicals:
Earnings vs. The Economy
Why the Market’s Glow May Be Masking Hidden Cracks
📅 Date: August 22nd at 1:00pm PST
Join us for a discussion where we delve into the current state of the economy, insights into the upcoming year, considerations and potential action steps. Our session will not only provide you with valuable insights but also offer an interactive Q&A segment. Don't miss this opportunity to gain information on positioning your portfolio for the later half of the year.
Steven Bernstein
Adam Turnquist, CMT
Markets have held steady on the back of strong earnings, but beneath the surface, the U.S. economy is showing signs of strain. Inflation remains sticky, job growth has been revised sharply lower, and consumers are beginning to pull back. In this session, we’ll break down the tension between corporate performance and macroeconomic headwinds and what that means for investors heading into the final quarter of the year.
Sept 25th at 3:00pm PST
Sept 25th at 3:00pm PST
Integrity
Comprehensiveness
Transparency
By Phone
(310) 402.2513
Location
1800 Century Park E Suite 210
How To Get In Touch With Us
info@stonewaterfinancial.com
Securities and advisory services offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC. California Insurance License #0G51436. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Consumer Strength or Strain
Why corporate profits are holding up even as job growth weakens.
What sticky inflation and a softer labor market meant for September’s rate decision.
How household spending trends could shape Q4 markets.
THIS WORKSHOP IS FOR
Those who wish to stay informed and understand the broader economic factors influencing their portfolios.
Those looking to understand the current economic landscape and how it influences investment decisions, especially in relation to the S&P 500.
This is a prime opportunity to understand our approach to emerging sectors and how we prioritize your financial growth.
MEET YOUR SPEAKERS
Adam Turnquist, CMT
Chief Technical Strategist, LPL Financial
Adam Turnquist is the Chief Technical Strategist for LPL Financial’s Investment Research team.
In his role, Turnquist leads the firm’s technical analysis of global capital markets.
He also serves as a key member of the firm’s Strategic and Tactical Asset Allocation Committee, a body responsible for timely market guidance for LPL’s more than 21,000 independent and enterprise-affiliated financial advisors.
SPACE IS LIMITED, RSVP TO SECURE YOUR SPOT
A short Q&A session will be offered to answer any questions you might have at the end of the session.
Market Technicals
Key support, resistance, and momentum signals across U.S. equities.
Can this record rally continue?