After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.

In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. 

Specifically, Mark and Brett discuss: 
- The outlook for equities, fixed income and key investment sectors
- How are advisors discussing the current market with clients
- How to guide younger investors through their first downmarket
- What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm

Resources
https://www.wealthmanagement.com/ 
Listen to the latest episodes of The Inside ETFs Podcast: https://www.wealthmanagement.com/featured-series/inside-etf-podcast%20 

Connect With Mark Bruno:
 
WealthManagement.com: https://www.wealthmanagement.com/
LinkedIn: WealthManagment.com: https://bit.ly/WealthManagementLI
LinkedIn: Mark Bruno: https://www.linkedin.com/in/mark-bruno-046b735/
Twitter: Mark Bruno: https://twitter.com/brunz99
LinkedIn: Informa: https://www.linkedin.com/company/informa/


Connect with Brett Orvieto

LinkedIn: Brett Orvieto: https://www.linkedin.com/in/brettorvieto/ 
Dakota Wealth Management: https://www.dakotawm.com/

The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

WealthManagement.com

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