IFP’s Director of Asset Management, Pete Nunley

Join Peter Nunley, CFA, MBA for another dose of your Weekly 3Pete. On the agenda today we have a review of Q1 2021, a rough quarter for iShares Aggregate Bond ETF, and the S&P’s record closing.

Market Insights – April 9, 2021

The larger-cap U.S equity benchmarks marched steadily to new record highs this week as the smaller-cap Russell 2000 ended the week with a small loss. NASDAQ was once again the best performer on the week, as it moved up over 3%, but the DJIA and S&P 500 each recorded gains of over 2% too. In […]

Special Needs Trust

Join George Cattat as he discusses the Special Needs trust. Special needs trust can ensure that a child with special needs is properly cared for, even after you’re gone.

IFP’s Director of Asset Management, Pete Nunley

Join Peter Nunley, CFA, MBA for the Weekly 3Pete as he discusses drawdowns in the U.S. Treasury Bond Index, a rise in air passenger numbers, and COVID-19 no longer being the largest ‘tail risk’.

The Ugly Truth About Managing Your Company’s 401(k)

“When you add up all of the plan’s expenses, are you (and your employees) receiving the value you expected or are you paying too much?”

IFP’s Director of Asset Management, Pete Nunley

He discusses current events, market news, and other interesting investment tidbits

Market Insights – March 12, 2021

Markets surge on another stimulus package while walls street digests and shrugs off a lot of economic data.

IFP’s Director of Asset Management, Pete Nunley

We’re talking a strong economic data week, copper’s big rally and crypto’s total market cap crossing the $1 trillion mark on this week’s 3Pete. Yo, Peter Nunley, CFA, MBA, what up?

Market Insight – February 19,2021

Market trades sideways as inflation worries creep back into the market amidst mixed economic data

IFP’s Director of Asset Management, Pete Nunley

In this week’s 3Pete, Peter Nunley, CFA, MBA updates us on the continuing GameStop saga, talks Google searches and offers some commentary on what the month of January meant for the S&P 500.