Richard Saperstein

Richard Saperstein, a top-ranked financial advisor at Treasury Partners, shares insights on strategic portfolio management. He recommends trimming overexposed equities and reallocating towards fixed income while favoring sectors like independent power producers and large-cap tech. The discussion dives into the potential risks in the market, including FOMO and the need for diversification. Saperstein highlights the importance of aligning investments with long-term trends and discusses his outlook on banks amid portfolio shifts.

Join Josh Brown, Bryn Talkington, Steve Weiss, Richard Saperstein, and JPMorgan's Steve Tusa as they dissect a pivotal week in tech. They discuss the implications of Alphabet's trimmed forecasts alongside a robust seven-week Nasdaq rally. Tusa provides a bullish case for 3M, highlighting its stock rebound under new management. The group dives into competitive pressures in tech, long-term investment strategies, and the rising importance of mid-cap stocks, with a keen eye on evolving market dynamics.

Malcolm Ethridge, a managing partner at Capital Area Planning Group and CNBC contributor, shares insights on market trends. Wealth advisor Richard Saperstein offers a year-end playbook for savvy investors. Eric Jackson from EMJ Capital dives into tech trade trends, spotlighting opportunities with companies like NVIDIA. The discussion highlights the resilience of the stock market, AI's influence, and the outlook for financial stocks, including regional banks facing unique challenges. Exciting times for investors as they navigate a bullish landscape!