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Q1 Discretionary Earnings Recap

Home » News & Insights » 05.30.2024 | Mid-Week Minute

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Authored by

Kaetlin Collins CFA®

Associate Portfolio Manager

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The comments in the video refer generally to financial markets and not RiverFront portfolios or any related performance. Opinions expressed are current as of the date shown and are subject to change. Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. An investment cannot be made directly in an index.

Chartered Financial Analyst is a professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. Four years of investment/financial career experience are required before one can become a CFA charterholder. Enrollees in the program must hold a bachelor's degree.

Information or data shown or used in this video was received from sources believed to be reliable, but accuracy is not guaranteed.

All investments carry some level of risk, including loss of principal.

In a rising interest rate environment, the value of fixed-income securities generally declines.

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This video does not provide recipients with information or advice that is sufficient on which to base an investment decision. This video does not take into account the specific investment objectives, financial situation or need of any particular client and may not be suitable for all types of investors. Recipients should consider the contents of this video as a single factor in making an investment decision. Additional fundamental and other analyses would be required to make an investment decision about any individual security identified in this video.

Consumer discretionary is a term that describes goods and services that consumers consider non-essential but desirable if their available income is sufficient to purchase them. Examples of consumer discretionary products and services can include durable goods, high-end apparel, entertainment, leisure activities, and automobiles.

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To review other risks and more information about RiverFront, please visit the website at riverfrontig.com and the Form ADV, Part 2A. Copyright ©2024 RiverFront Investment Group. All Rights Reserved. ID 3613598

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The information contained on this website is distributed for informational purposes only and does not provide recipients with information or advice that is sufficient on which to base an investment decision. Any discussion of specific securities is provided for informational purposes only and should not be deemed as investment advice or a recommendation to buy or sell any individual security mentioned. The material posted on this website does not take into account the specific investment objectives, financial situation or need of any particular client and may not be suitable for all types of investors. Opinions expressed are current as of the date shown and are subject to change. Information or data shown or used on this website was received from sources believed to be reliable, but accuracy is not guaranteed. Any performance information referenced on this website represents past performance and is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal.

RiverFront Investment Group, LLC (“RiverFront”), is a registered investment adviser with the Securities and Exchange Commission. Registration as an investment adviser does not imply any level of skill or expertise. RiverFront is affiliated with Robert W. Baird & Co. Incorporated (“Baird”), member FINRA/SIPC, from its minority ownership interest in RiverFront. RiverFront is owned primarily by its employees through RiverFront Investment Holding Group, LLC, the holding company for RiverFront. Baird Financial Corporation (BFC) is a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront. BFC is the parent company of Robert W. Baird & Co. Incorporated, a registered broker/dealer and investment adviser.

To review other risks and more information about RiverFront, please click on the links above.

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