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RFG Advisory
United States
Приєднався 9 гру 2019
RFG Advisory is an award-winning, fully integrated platform designed to help Independent Advisors build their businesses without compromise.
RFG Advisory
Contact Us: 205.397.2450
Email: help@rfgadvisory.com
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory
Contact Us: 205.397.2450
Email: help@rfgadvisory.com
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Tariffs, Trade, and the Fed: Breaking Down Market Volatility | RFG ADVISORY
Markets are starting the week on a bumpy ride after the Trump administration unveiled a sweeping tariff package over the weekend, targeting Mexico, Canada, and China.
In this edition of Market Commentary, RFG President and CIO Rick Wedell unpacks the administration’s potential strategy, whether these tariffs are here to stay, and how they could shape the economy and the Fed’s next move on interest rates.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this UA-cam video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
In this edition of Market Commentary, RFG President and CIO Rick Wedell unpacks the administration’s potential strategy, whether these tariffs are here to stay, and how they could shape the economy and the Fed’s next move on interest rates.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this UA-cam video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.
Переглядів: 76
Відео
EP12 The Fresh Start Formula: How to Make Your Goals Stick in 2025 | RFG ADVISORY
Переглядів 9616 годин тому
A new year feels like a blank slate-a chance to leave the old you behind and embrace fresh opportunities. But here’s the truth: Setting a goal isn’t enough. Studies show most resolutions fail by the third week of January, leaving “Quitters Day” in their wake. In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier breaks down a five-step process to help you not only set go...
What Do Inflation and Interest Rate Shifts Mean for the Market? | Rick Wedell | RFG ADVISORY
Переглядів 12814 днів тому
Welcome to the latest edition of Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell. The S&P 500 has rallied over the past few trading days, posting a 2.8% gain year-to-date as recent inflation data came in slightly better than anticipated. Additionally, the anticipated wave of tariffs and trade protections expected early in the new administration appears to have been p...
EP. 11: Two Simple Steps to Financial Wellness | RFG ADVISORY
Переглядів 62214 днів тому
What is financial wellness-and why does it matter? It’s not just crunching numbers or balancing a budget; it’s the confidence and freedom that come with knowing your money is working for you. Financial wellness is about managing your finances effectively and feeling confident in your financial future-because both are essential for true financial well-being. In this episode of Wisdom in Wealth, ...
EP10: Warren Buffett’s Secret To Building Wealth | RFG ADVISORY
Переглядів 11121 день тому
What’s Warren Buffett’s real secret to building wealth? (Hint: It’s not his investment prowess). In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier uncovers the surprising factor behind Buffett’s massive fortune: time. Through the power of compounding-sometimes described as the “eighth wonder of the world”-Buffett turned modest beginnings into billions. Even Buffett’s...
Why are Mortgage Rates Still Going Up in 2025? | Market Commentary with Rick Wedell | RFG Advisory
Переглядів 21928 днів тому
Welcome to another edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell The S&P 500 has bounced around a little bit over the past few weeks as the economic narrative for 2025 emerges, driven largely by changes in expectations for the interest rate environment over the course of the year. The unemployment rate is slightly higher than we’d like it to be, but ...
Markets Dip 3%: Understanding the Fed's Latest Move | RFG ADVISORY
Переглядів 193Місяць тому
Welcome to another edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! Markets had a little bit of a rough “Fed Day” on Wednesday, with the major indices trading off approximately 3%. Of course, the major news networks had a field day with that information as the Federal Reserve cut interest rates by one-quarter of one percent but signaled that future rat...
Jobs Reports, Wage Growth Propelling Markets to a Strong Finish in 2024 | Rick Wedell | RFG ADVISORY
Переглядів 85Місяць тому
Welcome to another edition of our Market Commentary with RFG Advisory’s Chief Investment Officer, Rick Wedell! It’s a relatively quiet time in the market with the S&P 500 holding a little above 6,000. Year to date, the index is up ~30%. We’ve seen a number of relatively positive news items recently as it relates to the economy-a strong November jobs report, wage growth that is outstripping i...
EP. 58 Understanding Industry Disruption and Innovation in Financial Services with Rohit Mahna | DBP
Переглядів 1602 місяці тому
What does it take for Financial Advisors to thrive? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities ...
Jobs Reports, Fed Updates, and Holiday Greetings | Market Commentary with Rick Wedell | RFG ADVISORY
Переглядів 1512 місяці тому
Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, com...
Featured Episode: Embrace Change, Reshape the Future of Finance | Dany Martin & Chase Crump | DBP
Переглядів 742 місяці тому
Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, com...
The Only Two Ways To Use Your Money EP09 | RFG ADVISORY
Переглядів 962 місяці тому
The Only Two Ways To Use Your Money Every dollar in your pocket has a job-it’s either helping you live the life you want or letting you give back to what matters. The question is: Are you the one deciding where it goes? In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals a simple yet powerful framework that can help you take charge of your finances and align th...
Game Film EP02 UNLEASHING GROWTH POTENTIAL: SHANNON SPOTSWOOD’S BLUEPRINT FOR SUCCESS
Переглядів 272 місяці тому
Dr. Jordan A. Hutchison is the Vice President of Technology at RFG Advisory. His executive leadership expertise in WealthTech, human behavior, and financial planning strategy provide him with the ability to help financial professionals live extraordinary lives. He uses his deep understanding of financial advisors, practice management, and the wealth management business cycle to apply the proper...
Game FIlm EP04 Transforming Finance Through Data-Driven Organic Growth | ft. Tom Rieman
Переглядів 322 місяці тому
Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, com...
Why You Need A Money Mission Statement EP 08 | RFG ADVISORY
Переглядів 1362 місяці тому
If you've ever felt lost when making financial decisions or wondered how to prioritize your goals, the answer is likely something you've never considered before. A "Money Mission Statement." Of course, it's more than just a statement. It’s a guide for all your financial decisions. In this episode of Wisdom in Wealth, Brendan Frazier, RFG Advisory's Chief Behavioral Officer, explains the power a...
What the Second Trump Administration Could Mean for Growth and Investments | RFG ADVISORY
Переглядів 2992 місяці тому
What the Second Trump Administration Could Mean for Growth and Investments | RFG ADVISORY
The Truth About Investing During an Election | Rick Wedell | RFG Advisory
Переглядів 953 місяці тому
The Truth About Investing During an Election | Rick Wedell | RFG Advisory
Markets Holding Amidst Earnings, Election, and Tension in Middle East | Rick Wedell | RFG ADVISORY
Переглядів 1413 місяці тому
Markets Holding Amidst Earnings, Election, and Tension in Middle East | Rick Wedell | RFG ADVISORY
Are Emotions Secretly Controlling Your Financial Decisions? | RFG ADVISORY
Переглядів 6653 місяці тому
Are Emotions Secretly Controlling Your Financial Decisions? | RFG ADVISORY
Inflation, Interest Rates and New All Time Highs | Market Commentary with Rick Wedell | RFG ADVISORY
Переглядів 1643 місяці тому
Inflation, Interest Rates and New All Time Highs | Market Commentary with Rick Wedell | RFG ADVISORY
The Top 4 Investor Mistakes During Election Season (and How to Avoid Them) | RFG ADVISORY
Переглядів 2503 місяці тому
The Top 4 Investor Mistakes During Election Season (and How to Avoid Them) | RFG ADVISORY
The Endowment Effect: Why You Overvalue Certain Things (And What To Do About It) | RFG ADVISORY
Переглядів 1144 місяці тому
The Endowment Effect: Why You Overvalue Certain Things (And What To Do About It) | RFG ADVISORY
Navigating Market Trends: The Impact of a Potential US Port Strike | RFG ADVISORY
Переглядів 1414 місяці тому
Navigating Market Trends: The Impact of a Potential US Port Strike | RFG ADVISORY
Two Invisible Forces Driving Your Financial Decisions | RFG ADVISORY
Переглядів 2194 місяці тому
Two Invisible Forces Driving Your Financial Decisions | RFG ADVISORY
Fed Cuts Rates: What It Means for the S&P 500 and Bond Markets | RFG ADVISORY
Переглядів 1574 місяці тому
Fed Cuts Rates: What It Means for the S&P 500 and Bond Markets | RFG ADVISORY
Soft Landing?: Consumer Confidence Reaches Highest Level Since April | Rick Wedell | RFG ADVISORY
Переглядів 1024 місяці тому
Soft Landing?: Consumer Confidence Reaches Highest Level Since April | Rick Wedell | RFG ADVISORY
Unemployment Report, Q2 Earnings Recap, & Federal Reserve Impact | RFG ADVISORY
Переглядів 745 місяців тому
Unemployment Report, Q2 Earnings Recap, & Federal Reserve Impact | RFG ADVISORY
Crush it For Charity 2024 - Walk to End Alzheimer's | RFG ADVISORY
Переглядів 955 місяців тому
Crush it For Charity 2024 - Walk to End Alzheimer's | RFG ADVISORY
Using Mental Time Travel To Accumulate More Wealth | RFG ADVISORY
Переглядів 1655 місяців тому
Using Mental Time Travel To Accumulate More Wealth | RFG ADVISORY
Markets Rocket Back, Soaring Above Previous High | Market Commentary with Rick Wedell | RFG ADVISORY
Переглядів 1055 місяців тому
Markets Rocket Back, Soaring Above Previous High | Market Commentary with Rick Wedell | RFG ADVISORY