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Philadelphia Wealth & Asset Management Firm

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    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
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  • Why TBA?
    • Why Tower Bridge Advisors?
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    • Individuals & Families
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    • Maris A. Ogg, CFA®
    • James M. Meyer, CFA – Principal & CIO
    • Raymond F. Reed, CFA – Principal
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • James T. Vogt – Senior Portfolio Manager
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
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wealth management

Tower Bridge Advisors

December 2020 Economic Update – “2021 – Growth vs. Inflation”

//  by Tower Bridge Advisors

Heading into 2021, the big questions to be answered are whether companies can continue to grow revenues and earnings, and if the Fed can keep inflation in check and interest rates low. In this video, Tower Bridge Advisors Chief Investment Officer Jim Meyer discusses the path ahead in 2021 and the impact of growth and …

December 2020 Economic Update – “2021 – Growth vs. Inflation”Read More

November 2020 Economic Update: A New President and a Vaccine

//  by Tower Bridge Advisors

November Economic Update - Election

With the election behind us, there is a bit more certainty about what a new administration would mean for the economy. In this video, Tower Bridge Advisors Chief Investment Officer Jim Meyer examines the potential impact of a Biden Presidency, combined with the upswing in COVID cases that threatens to negatively impact the economy again.

November 2020 Economic Update: A New President and a VaccineRead More

October 2020 Economic Update: COVID-19, The Election and a Look Ahead

//  by Tower Bridge Advisors

stock market covid election webinar

COVID 19 continues to impact our lives, and the upcoming election has created a lot of uncertainty about what lies ahead for the economy. In this video, Jim Meyer, Chief Investment Officer of Tower Bridge Advisors, examines the ongoing economic impact of the COVID virus, and looks at the potential outcomes of the Presidential election …

October 2020 Economic Update: COVID-19, The Election and a Look AheadRead More

October 2, 2020 – President Trump and First Lady Melania test positive for Covid-19. Stimulus package negotiations continue. The labor market continues its slow recovery while the values of homes and financial assets like stocks and bonds have rebounded strongly. The long-term consequences of the government stimulus and extraordinarily low interest rates remain unclear.

//  by Tower Bridge Advisors

Stock market futures are trading lower this morning on news that President Trump tested positive for Covid-19 shortly after news that his senior counselor Hope Hicks tested positive on Thursday. This news is likely to renew fears about the second wave and the virus’ continued impact on the economy. If Trump becomes very ill, there …

October 2, 2020 – President Trump and First Lady Melania test positive for Covid-19. Stimulus package negotiations continue. The labor market continues its slow recovery while the values of homes and financial assets like stocks and bonds have rebounded strongly. The long-term consequences of the government stimulus and extraordinarily low interest rates remain unclear.Read More

September 2020 Economic Update: Can There Ever Be Too Much Money?

//  by Tower Bridge Advisors

Tower Bridge Advisors, Wealth Management, Market Outlook, COVID-19 impact on economy, Economic Update, Fed’s low interest rate policy, Economic Recovery, Inflation, Rising government debt, Pandemic accelerating existing market trends

The Fed has announced their intent to keep interest rates low for the foreseeable future. As a result, the investment markets continue to gain ground while the pandemic continues to do damage to certain sectors of the economy. In this video, our Chief Investment Officer, Jim Meyer, provides insight regarding the long term impact of …

September 2020 Economic Update: Can There Ever Be Too Much Money?Read More

July 2020 Economic Update – Looking Ahead in a Diseased World

//  by Tower Bridge Advisors

As the COVID-19 pandemic continues to impact the global economy, distinct winners and losers are emerging as various geographies reopen around the world. In this video, our Chief Investment Officer, Jim Meyer, provides insight regarding the Haves, the Have-nots, and those in between.

July 2020 Economic Update – Looking Ahead in a Diseased WorldRead More

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Latest News

  • January 15, 2021 – Cyclicals powered higher yesterday, led again by Energy stocks. Big-cap tech continues to underwhelm in the near-term, digesting massive gains seen over the past several years. Today, stocks digest Joe Biden’s American Rescue Plan and a slew of bank earnings.
  • January 13, 2021 – The stock market is set up for a collision of rising earnings and rising interest rates. The latter, if they occur, will reflect higher inflation expectations. While the Fed is doing what it can to seed inflation, so far it is muted. For four decades, waiting for inflation has been akin to waiting for Godot. We will see if this time is different.
  • January 11, 2021 – Despite the historic events of last week, stocks continued to rise. Earnings and interest rates, not political theatre, are the driver of stock prices. The outlook continues to be favorable as long as real rates remain distinctly negative.
  • January 8, 2021 – New all-time highs everywhere. A new richest man in the world. Interest rates and banks finally breaking out. Crypto is running like a freight train. More IPO’s are coming. Is this 1996 or 1999?
  • January 6, 2021 – While the Georgia election results are not final, they will probably lead to a flip in Senate leadership to the Democrats. While some fear huge tax increases, a 50-50 split makes that highly unlikely. If anything gets done, it will be accomplished by a centrist coalition, not via strict party-line votes. In the meantime, rising yields align with optimism that the economy can accelerate as well as a rotation toward cyclicals in the stock market.
  • January 4, 2021 -A waning virus, together with an improving economy, set a good backdrop early in 2021. The risks are that investors become too euphoric or that inflation arrives sooner rather than later. The former is always a concern. The latter is unlikely to be evident for at least several more months, if not years.
  • December 30, 2020 – As 2020 winds down, next year’s outlook is all about where inflation expectations will be a year from now. With a one-year time horizon, it is harder to predict rates than earnings. I assume the pandemic is a bad memory by then. Imbalances in supply and demand need to be sorted out. How that happens will dictate rates and how the stock market will perform in 2021.
  • December 28, 2020 – With the signing of the spending and Covid-19 relief bill now complete, this should be a quiet week, void of much in the way of news, barring a shock from out of the blue. While the benefits of the relief bill won’t be reflected in December data that we will see next week, the direction of least resistance remains higher.
  • December 2020 Economic Update – “2021 – Growth vs. Inflation”
  • December 21, 2020 – When stocks decline on apparent good news, that’s a sign to pay attention. Last week, the Fed stayed very dovish and said rates would stay ultra-low as far ahead as one could see. Over the weekend, Congress agreed on an additional $900 billion in stimulus relief. But markets appear headed sharply lower this morning. A new viral strain is given as the reason but “sell on the news” might be a better explanation.

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101 West Elm Street, Suite 355
Conshohocken, PA 19428
Phone: 610.260.2200
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