Gene Goldman: February 27, 2019

Investors Becoming More Optimistic in 2019

Trade War Ending and Fed Policy Changes Helping Economic Growth


Gene Goldman, CFA

Chief Investment Officer and Director of Research, Cetera® Investment Management


Fed Chairman Jerome Powell’s recent admission that the Federal Reserve System will be flexible on policy and is in no hurry to raise interest rates has sparked optimism in the financial world. This “dovish” stance, along with a resolution to the China trade war in sight, has helped the stock market rally recently. And, as economic data continues to be solid and corporate earnings are not as bad as many feared, worries of a recession in 2019 have diminished. While there are market concerns to watch, such as rising wage inflation, growing populism and budget deficits, a jump in new home sales, drops in gas prices and steady employment growth are fueling optimism among small businesses and investors in the U.S.

On Wednesday, February 27th, Gene Goldman, Chief Investment Officer and Director of Research of Cetera Investment Management, is available discuss the markets and why investors are more optimistic now than ever. He’ll also discuss the consumer confidence numbers to be released on February 26, the GDP data to be released on February 28, as well as outline the market’s favorite and least favorite sectors.

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More About Gene Goldman:

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He provides day-to-day oversight of Cetera Investment Management, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. Mr. Goldman also helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.

Mr. Goldman has more than 24 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. Previously, he was a vice president and market strategist with LPL Financial, where he helped in the development and articulation of market and investment strategies. Before this role, Mr. Goldman served as lead strategist in the manager strategy group, where he supervised the research and analysis performed by the team’s analysts in the LPL Financial centrally managed and open architecture mutual fund and separately managed account platforms. Prior to joining LPL Financial in 1996, he spent two years at Liberty Financial, where he was a mutual fund product analyst within the Research Department.

Mr. Goldman received his Bachelor of Science in engineering from Worcester Polytechnic Institute in Worcester, MA, and his Master of Business Administration with a concentration in finance from Northeastern University in Boston.

He also holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA) charterholder.


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