Events


 

Camelback Wealth Consultants, LLC along with Carlos Hammer of Inland Securities and Jeff Kluve of Prudential, invite you to a 2-hour

CPA Continuing Education Session
followed by Happy Hour

Thursday, October 24, 2019
3:00 p.m. – 6:00 p.m.

at

The Glady
2201 E. Camelback Rd. #108
Phoenix 85016

Please RSVP by October 17, 2019 to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Jeff Gross of Griffin Capital, invite you to an

Opportunity Zone Presentation
followed by Happy Hour

Thursday, October 3, 2019
3:45 p.m. – 6:00 p.m.
3:45 pm - Registration
4:00 pm - Presentation
5:00 pm - Happy Hour

at

Keegan’s Grill
3314 E. Camelback Rd.
Phoenix 85016

Please RSVP by October 2, 2019 to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

CPA Continuing Education Session
and Happy Hour

Wednesday, June 12, 2019
3:00 p.m. – 6:00 p.m.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Lincoln Financial and American Funds, invite you to

help fight hunger at

Feed My Starving Children
food packing event

Friday, June 7, 2019
3:30 p.m. – 5:30 p.m.

at

Feed My Starving Children
1345 S. Alma School Road
Mesa 85210

Followed by

Happy Hour at
Los Dos Molinos

at

260 S. Alma School Road, Suite 137
Mesa 85210

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

First Trust Stability Update

at our

Happy Hour Meeting

Thursday, January 17, 2019
6:00 p.m. – 8:00 p.m.
Seating is Limited.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Josh McKinley of AEI, invite you to join us for a

1031 Exchange Update

at our next

Lunch Meeting

Wednesday, January 16, 2019
11:30 a.m. – 1:30 p.m.
Seating is Limited.

Location details will be sent soon.

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222, by January 14th.


 

Camelback Wealth Consultants, LLC along with Jeff Coons and Aaron Pisani of Manning & Napier, invite you to join us for an

Economic Update

at our

Breakfast Meeting

Thursday, January 10, 2019
8:00 a.m. – 9:30 a.m.
Seating is Limited.

Adobe Restaurant at the Biltmore
2400 E. Missouri Ave.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with John Giblet of Midland National and Matt Stein of Lincoln Financial invite you and a guest to join us for a

Modern Index Investing Update

at our

October Client Event

Wednesday, October 3, 2018
6:00 p.m. – 7:30 p.m.

Food and beverages will be served
Seating is Limited

Anchor Centre
Conference Room
2201 E. Camelback Rd, Phoenix 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222 by September 26.


 

Join us at our next
1031 Exchange Update
Presented By Matt Buzas Bluerock Capital Markets, LLC

Lunch will be provided

 

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16, 2018 to 602.296.7222 or jgoralski@camelbackwealthconsultants.com

Join us at our next

1031 Exchange Update

Presented By Simon Brower
Bluerock Capital Markets, LLC

Light appetizers & beverages provided

Thursday, July 19th, 2018
4:30 p.m. – 6:00 p.m.

Seasons 52
3333 Bristol Street, Suite 2802
Costa Mesa, CA 92626

Presented By Matt Buzas
Bluerock Capital Markets, LLC

Lunch will be provided

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16th to 602.296.7222 or
jgoralski@camelbackwealthconsultants.com

Request Information

Please let us know how we can serve you.




Our Office

Camelback Wealth Consultants, LLC

2198 E. Camelback Road, Suite 315
Phoenix, AZ 85016
Ph: 602.296.7222
602.296.7135
mherding@camelbackwealthconsultants.com



Camelback Wealth Consultants has been awarded "Best Financial Planning & Asset Management Firm – South West USA" in the 2018 Wealth & Money Management Awards!


News

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in October to 125.9 from a September reading of 126.3 as worries over business conditions and employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its third-quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the three main indexes to record highs, as hopes of a U.S.-China trade deal and an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

October 2019 Market Update

In this month’s recap: The Fed cuts interest rates, the price of oil spikes, and trade negotiations between the U.S. and China are rescheduled.

THE MONTH IN BRIEF

September brought an economic event that was widely expected: a quarter-point cut in short-term interest rates by the Federal Reserve. It also brought an attack on two of the world’s largest oil fields that threatened to dent global crude output. A resumption of U.S.-China trade talks was scheduled for October, and White House officials decided to delay some planned tariff increases. Clear signals of an economic slowdown emerged from both the eurozone and China; some of the key U.S. economic indicators looked much better by comparison. While all these events transpired, the S&P 500 gained 1.72% for the month.1

September 2019 Economic Update

Presented by Mark Herding, CFP®, September 2019

In this month’s recap: stocks descend as traders respond to the devaluation of the Chinese yuan as well as new developments in the ongoing U.S.-China trade talks; the price of gold rises, and bond yields fall.

THE MONTH IN BRIEF

The stock market had a tumultuous August, reacting to the sudden devaluation of the Chinese yuan and the escalation of the trade dispute between the U.S. and China. Ultimately, investors seemed more interested in risk aversion: the S&P 500 lost 1.81% for the month. Demand for bonds helped to send Treasury yields lower; prices of precious metals climbed. Away from the markets, monthly personal spending and retail sales gains were strong.1

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Financial and Economic Brief - July 3, 2019

• Stocks Steady amid Threatened Tariffs - Stocks were steady today after the U.S. threatened a new wave of tariffs on European goods, dulling recent optimism surrounding the U.S.-China trade truce.

• GE in Decline - GE's (GE) stock decline, down by nearly two-thirds since the end of 2016, has knocked the company down to the 59th most valuable in the S&P 500.

• OPEC, Allies Extend Supply Cut - OPEC and its allies agreed to extend oil output cuts until 3/20, seeking to prop up the price of crude as the global economy weakens and U.S. production soars.

Financial and Economic Brief - June 4, 2019

• U.S. Stock Market Futures Fall - U.S. stock index futures fell Monday, after the China and U.S. trade relationship “intensified” over the weekend.

• U.S. Inflation Ticks Up - U.S. consumer prices increased in April, which could support the Fed’s contention that recent low inflation readings were temporary and allow the Fed to keep interest rates unchanged for a while.

• Factory Activity Slows - An escalating trade war between the U.S. and China raised fears of a global economic downturn and put pressure on policymakers to roll out more stimulus.