Resource Categories: News

Chris Grisanti, Chief Equity Strategist at MAI Capital Management joined Brian Weinstein, Head of Fixed Income at Morgan Stanley Investment Management, on CNBC’s ‘The Exchange’ to discuss the possibility for a soft landing and the Fed rate hike plan for June.

View the video here: https://cnb.cx/45oF7o6

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information. Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of MAI. The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

MAI’s Chief Growth and Innovation Officer, Joe McLean, tackled the CNBC Stock Draft last week with Seattle Seahawks wide receiver, DK Metcalf to promote financial literacy and to have some fun!

Watch DK discuss their team’s name, Team Own Not Loan, his path toward financial responsibility, and the possibility of owning a sports franchise in the future: click here.

You can see DK Metcalf and Joe McLean make their first round pick here.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

DK Metcalf is a client of MAI Capital Management, LLC, and is not being compensated directly or indirectly for participating in this event.  MAI Capital Management, LLC, is an investment adviser registered with the Securities and Exchange Commission.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Chris Grisanti, Chief Equity Strategist & Senior Portfolio Manager, MAI, joined CNBC’s ‘The Exchange’ with Mike Santoli to discuss home builders and investment opportunities in the healthcare sector.

View the video here: https://cnb.cx/3AwVCQU

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product. This is not a solicitation to invest in any investment product of MAI. The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

We are pleased to share that MAI has been named to the USA Today Best Financial Advisory Firms. With 32,000 RIA firms in the United States at the end of 2021, USA Today and Statista narrowed down that daunting number to the top 500 firms based on growth of their assets under management and recommendations from clients and peers, and MAI is part of that list. Read more here

In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.

USA Today and Statista awarded the “Best Financial Advisory Firm” in the U.S. The ranking of the best registered investment advisory firms (RIA Firms) is based on two dimensions: recommendations by clients and peers and a firm’s growth of assets under management (AUM). The selection of the firms and the definition of the evaluation criteria were based on independent journalistic criteria of USA TODAY and Statista.

To be recognized as one of USA TODAY’s Best Financial Advisory Firms the following requirements had to be met: 1. The firm is registered as an RIA firm with the SEC or at state level for at least one year 2. The firm has a principal office in the United States 3. The firm has a clean disciplinary record 4. The firm offers financial planning services or portfolio management for individuals and/or small businesses 5. The firm’s AUM must be greater than $500,000 6. The firm achieved an overall score among the top 500.

The evaluation was carried out by the statistics and market research company Statista. USA TODAY and Statista make no claim to the completeness of the firms examined. A position in the ranking is a positive recognition based on research of publicly available data sources at the time and extensive surveys. In addition, events after February 24, 2023 were no longer considered in the analysis. As such, the results of this list should not be used as the sole source of information for future deliberations. The information provided through this top list should rather be considered in conjunction with other available information about a financial advisory firm. The quality of financial advisory firms that are not included in the ranking is not disputed. For further information on the methodology please click here.

In the case above, the sponsoring organization reviewed public information about MAI; MAI did not submit a survey or application. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to USA Today to be included in their rankings or awards.

Chris Grisanti, Chief Equity Strategist at MAI Capital Management, joined ‘Power Lunch’ to discuss his investing takes on three stocks. View The Video

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Group Head of MAI Retirement Keola Elobt shared his insights in Military Officer Magazine about what to do if you have inherited a retirement account and tips for how to avoid an early-withdrawal penalty.

Read The Article Here

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Chris Grisanti, MAI’s Chief Equity Strategist, appeared on Fox Business Network’s “Mornings with Maria” to discuss the current market environment. He offered an outlook around the upcoming earnings season and what he is watching among economic indicators. He explains, “there is still room on the downside, but I wouldn’t head for the hills.” 

Click here to watch the full segment

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

Chris Grisanti, MAI Chief Equity Strategist & Senior Portfolio Manager, alongside Bianco Research’s, Jim Bianco, joined ‘The Exchange’ on CNBC to discuss the banking crisis fallout, the potential for a Fed pause, and the benefits of bonds.

CLICK HERE TO VIEW

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.

S&P 500 rallies to close at nearly 2-month high, Nasdaq advances 1.8% as investors digest GDP report, earnings.

Chief Equity Strategist Chris Grisanti shares insight on the impact the Federal Reserve’s policies have on the economy, and his outlook for the market.

CLICK HERE TO VIEW

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

Investment Advisory and Financial Planning Services are offered through MAI Capital Management (“MAI”), an SEC Registered Investment Adviser.  No offer is made to buy or sell any security or investment product.  This is not a solicitation to invest in any investment product of MAI.  The information provided is for demonstrative and academic purposes and is meant to provide valuable insight on market cycles, but it should not be regarded as a complete analysis of the topics discussed and it is NOT a recommendation to buy or sell any security. The information may include projections or other forward-looking statements regarding future events, targets, intentions or expectations.  Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements.  There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Investing involves risk, including the potential loss of principal. No investment can guarantee a profit or protect against loss in periods of declining value. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Opinions and projections are as of the date of their first inclusion herein and are subject to change without notice to the reader.  Any investments referenced in the interview above may currently be held or traded by MAI. The securities identified and described herein may not represent all the securities purchased, sold or recommended for client accounts. As with any analysis of economic and market data, it is important to remember that past performance is no guarantee of future results. The reader/viewer should not assume that an investment in the securities identified was or will be profitable.