Elevate Market Chat Podcast Por Elevate Capital Advisors arte de portada

Elevate Market Chat

Elevate Market Chat

De: Elevate Capital Advisors
Escúchala gratis

Acerca de esta escucha

Elevate Market Chat is a monthly broadcast including conversations between Kyle Lottman CFA, CMT, CPA and Shane Fleury, CFA. They discuss the state of financial markets, risk management, trading and financial planning topics.

Kyle and Shane work with clients at Elevate Capital Advisors. Elevate is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. The firm was founded in 2017 and manages nearly $150,000,000 for private individuals & families, corporations, family offices, charities, and others. Various topics related to financial planning and asset management are discussed in these episodes.

To learn more about Elevate Capital Advisors visit Elevatecapitaladvisors.com

*This show is created for educational and entertainment purposes only. Nothing in this show is to be considered investment advice. Opinions shared are those of Shane and Kyle alone and do not necessarily represent the views of Elevate.

Elevate Capital Advisors, 2024
Economía Finanzas Personales
Episodios
  • Episode 16: Turmoil in the Middle East and Markets Near ATH's
    Jun 24 2025

    The S&P500 is within 2% of ATH's and there is Turmoil in the Middle East with Iran. Shane and I discuss the latest technicals. risk management and where markets may go from here. To keep up with some measures of market internals, please check out the link below.

    https://www.barchart.com/stocks/market-performance

    Hope you enjoy the latest episode!

    If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

    Más Menos
    38 m
  • Episode 15: With Markets Recovering Most of Their Losses What's Next?
    May 20 2025

    Markets are nearing their all-time highs after a 20% pullback while tariffs continue to dominate headlines. Shane and I discuss the latest technicals. risk management and where markets may go from here. To keep up with some measures of market internals, please check out the link below.

    https://www.barchart.com/stocks/market-performance

    Hope you enjoy the latest episode!

    If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

    Más Menos
    39 m
  • Episode 14: Record Daily Move in The S&P500, What's Next....
    Apr 18 2025

    The S&P500 has been in correction territory and recently rebounded 10% in one day! Shane and I discuss this record move, market internals, The Fed and the Dollar. To keep up with some measures of market internals, please check out the link below.

    https://www.barchart.com/stocks/market-performance

    Hope you enjoy the latest episode!

    If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

    Más Menos
    36 m
Todavía no hay opiniones