What do the BBC, BNN Bloomberg, Barron's and Lehigh Valley Business Journal Have in Common?
These are just a few of the media outlets in which some of our River Wealth colleagues have been interviewed and published since the beginning of the year. To keep up-to-date with all of the exposure we are garnering with local, regional, national and global media, follow us on LinkedIn at https://www.linkedin.com/company/river-wealth-advisors-llc.
For now, you can check out the coverage below, and please join us in congratulating Ed O’Gorman, Jennifer Collins, Debbie Hippensteel, Bradford Houchins, Heather Rivas and Eric Wiegand for their powerful insights and sought-after expertise!
Where can investors find opportunity in volatile markets?
Our CEO and Managing Partner Edward O’Gorman, MBA, CFA joined BNN Bloomberg to discuss the latest market-driving headlines amid recent geopolitical volatility and share where he sees attractive opportunities for investors.
He also discusses the market impact of energy prices and shares his expectations for the upcoming earnings season.
Watch the full segment here: https://bit.ly/4th55oE
Can investors count on a quick market rebound?
Our Senior Investment Portfolio Manager, Debbie Hippensteel, recently shared her insights with MarketWatch, highlighting how rising geopolitical tensions and energy prices may lead to sustained pressure on markets.
For investors, it’s a reminder to stay disciplined and focused on long-term strategy. Check out the full article here: https://shorturl.at/63jwL.
The FOMC held rates steady. What does it mean for the financial markets?
Our Senior Investment Portfolio Manager Debbie Hippensteel broke down her latest market outlook live on BBC News on March 19. She shared her market expectations amid ongoing geopolitical volatility and where investors may find attractive opportunities in today’s environment.
Check out her live interview here: https://youtu.be/PeFWIIB-YNU
Building confidence with managing money starts with understanding the bigger picture.
Partner & Senior Wealth Advisor Jennifer Collins, CFP®, and Wealth Advisor Heather Rivas, CPA, CFP®, recently authored a piece for Barron's Advisor on how financial advisors can help women build confidence with their finances.
In the piece, they share five key takeaways for advisors looking to better support female clients, from bringing women into financial conversations earlier and encouraging questions to explaining how risk fits within a long-term financial plan.
Read the full article here: https://bit.ly/4aXEF56
Our CEO and Managing Partner, Edward O’Gorman, MBA, CFA recently joined Schwab Network to discuss the latest factors driving markets.
He highlighted that as strong corporate earnings continue, hotter-than-expected PPI data is raising questions about the Fed’s rate path and adding to sector rotation.
Ed also shared why parts of tech and financials may be oversold, what investors should watch in private credit, and why diversification remains top of mind as leadership broadens beyond mega-cap tech.
Watch the full interview here: https://bit.ly/4rF2wfL
Tax season may end in April, but long-term planning continues year-round.
In a recent piece for Lehigh Valley Business, our Partner, Senior Wealth Advisor, Eric Wiegand, CFP®, shared why tax planning extends beyond the filing deadline and how a multi-year strategy can help families potentially better manage income, retirement transitions, and long-term wealth goals.
Please contact Rebecca Stevenson for a copy of the PDF article.
How are employee ownership plans becoming a bigger part of the retirement conversation?
Our Senior Vice President, Wealth Advisor Bradford Houchins, CFP®, recently shared his insights with Rethinking65 on the growing role of ESOPs and what both businesses and employees should consider as adoption rises.
He explains that while ESOPs can be powerful tools for ownership and retirement savings, they require careful planning. He also notes that companies and employees should understand how these plans work and fit into a broader financial strategy to avoid surprises down the road.
Read the full piece here: https://lnkd.in/ev-yhpcV
What’s ahead for markets?
Our CEO and CIO, Edward O’Gorman, MBA, CFA, recently joined NYSE TV to break down the major market themes investors are watching closely this week.
He discussed the latest trends, including AI rotation, Q4 earnings, expectations for upcoming inflation and jobs data, where investing opportunities may be emerging across the market.
Watch the full segment here: https://bit.ly/45T81ie
See important disclosures for all articles and interviews here: https://www.riverwealthadvisors.com/social-media-disclosures