Topic: Market Outlook

  • Market Update from Confluence Financial Partners – Sept. 2022

    It is difficult to turn on the news and not be overwhelmed by negative headlines: bear markets, recession, political partisanship, to name a few.

    In times like these, we believe it is key to focus on actions that you can control. Hear from Greg Weimer, CEO, and Bill Winkeler, CFA, CFP®, Director of Investments, on what we at Confluence are thinking about and executing for our clients.

    Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks.

    Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.

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    William Winkeler

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  • Market Update from Confluence Financial Partners – June 2022

    So far, 2022 has been a challenging year for investors. The market has faced several headwinds including inflation, rising interest rates, supply chain disruptions, and labor market shortages, to name a few. Join us as we discuss these challenges and our perspective for the future.

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    William Winkeler

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  • Market Update from Confluence Financial Partners – May 2022

    Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments William R. Winkeler Jr., CFA, CFP® give you an update on the current market and share insights on how to navigate these times.

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    William Winkeler

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