In the 14th episode of Money Minutes, Zak Gardezy, CFP®, covers the latest market developments, including the S&P 500 nearing an all-time high. He breaks down what's driving this momentum and what it could mean for your investments. Zak Gardezy also discusses the latest news on Tesla and Micron, two stocks that are crucial to the overall market. Learn about Micron's role in the artificial intelligence space, their successful earnings report, and what it might signal for major mega-cap tech stocks in the upcoming earnings season.
About Zak Gardezy:
Zak Gardezy is the Founder of Wealthstone Private Wealth Management in Scottsdale, Arizona. With nearly a decade of experience in financial services, Zak specializes in custom-tailored investment management and comprehensive financial planning for high-net-worth individuals, families, and business owners. He has been recognized with awards such as the Pacesetter’s Club and the Golden Spoke Award. Additionally, prior to founding Wealthstone, Zak Gardezy was a Partner on a Forbes Best-In-State Wealth Management Team at Morgan Stanley with a total portfolio size of $3B+. Learn more about Zak at [ Ссылка ]
Firm Information:
Wealthstone Private Wealth Management focuses on providing boutique, personalized wealth management services. The firm utilizes a tax-efficient portfolio management strategy, emphasizing the importance of managing costs, as fees and taxes can significantly impact your future wealth. Additionally, Wealthstone provides qualified clients with access to leading private equity and alternative investment solutions. At Wealthstone, we pride ourselves on taking an educational approach to financial advice, helping clients better understand their portfolio, and being transparent, so that clients always know what they're investing in, how much it costs, and what the outlook is.
SEC Disclosure:
Wealthstone Private Wealth Management is a Registered Investment Advisor. This video is for informational purposes only and does not constitute financial, legal, or tax advice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Please consult a financial advisor before making any investment decisions.
Have questions or need more information? Reach out to us at info@wealthstonepwm.com. We’re here to help you make informed decisions about your financial future.
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