As part of our ongoing effort to keep our clients informed about COVID-19 and its impact on economies across the globe, we’d like to share this recording featuring Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management and a nationally recognized expert on investment management and portfolio risks.*

Phil normally only talks directly to us advisers and I have always found his advice extremely insightful and timely.  I feel extremely lucky that I can now share his weekly message directly with my clients

This recording is from April 1st, but the information is invaluable and beyond what you can read on CNN, CNBC or Fox News.  I know you will truly enjoy it.

Click HERE to access link (recorded April 1st)

As always, we continue to monitor market movements and your accounts, and we are here to answer any questions you may have. Please don’t hesitate to reach out.  Stay tuned to the next episode released later this week.

*The opinions expressed on the call are those of Ladenburg Thalmann Asset Management (LTAM) and are subject to change. The information referenced on the call will be taken from trade and statistical services and other sources, which LTAM believes to be reliable. LTAM does not guarantee that this information is accurate or complete and it should not be relied upon as such.

This call is for informational purposes only and is not intended to meet the objectives or requirements of any specific individual or account. Past performance is not an indicator of future results. An investor should assess his/her own investment needs based on his/her own financial circumstances and investment objectives.

Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC Registered Investment Adviser under the Investment Advisers Act. LTAM provides investment advisory services and may serve as a sub-adviser for accounts managed by third-party advisers or may be included in advisory platforms sponsored or administered by affiliates or third parties. LTAM does not provide tax or legal advice. Please consult your tax advisor or attorney. For additional information, please see the Program Disclosure Brochure or ADV Part II for full details, which are available upon request or please visit www.adviserinfo.sec.gov.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning Group and Securities America are separate companies.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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