Broker Check

February 2022 Edition 


Featured Content

Our Process

Cryptocurrency is here to stay. Read all you need to know about the basics on the blockchain and Bitcoin and how to invest in cryptocurrencies. 

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Our History

How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?

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Our Values

Ideas for putting your RMD to work for the good of others. Click here to get all the details on the rule changes and other aspects of taking your RMD.

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Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic and a return to normal conditions we had prior to the COVID-19 outbreak. We believe this will produce a strong cyclical recovery, a return of global mobility and strong growth in consumer and corporate spending, within the backdrop of still-easy monetary policy. For this reason, we remain positive on equities, commodities and emerging markets and negative on bonds. 

Marko Kolanovic & Hussein Malik,
J.P. Morgan's Chief Global Markets Strategist, Global Co-Heads of Research,

2022 Market Outlook

J.P. Morgan's Market Insight

Our Process

After two years of uncertainty and lockdowns that resulted in the largest drop in global GDP history, the 2022 outlook is looking brighter. As pandemic volatility continues to fade, J.P. Morgan Global Research forecasts are upbeat, with expectations of further equity market upside and above-potential growth.

What our designations mean for you!

Certified Financial Planner<span>&#8482;</span>

Certified Financial Planner

Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401ks).

Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.

<em>Accredited Investment Fiduciary</em><sup>&#174;</sup>

Accredited Investment Fiduciary®

The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility

Retirement Income Certified Planner<sup>&#174;</sup>

Retirement Income Certified Planner®

A retirement income certified professional specializes in retirement income planning. The designation is given to professionals who complete the RICP training program offered by the American College of Financial Professionals. RICPs help retirees and near-retirees use the assets they have accumulated for retirement sustainably.

Certified Public Accountant

Certified Public Accountant

A certified public accountant (CPA) is a designation provided to licensed accounting professionals. The CPA license is provided by the Board of Accountancy for each state. The American Institute of Certified Public Accountants (AICPA) provides resources on obtaining the license. The CPA designation helps enforce professional standards in the accounting industry.

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