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Investment

How Stocks Work

Permitted Exchanges

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Experience Matters

As financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your ... Learn More

 

Latest Blog Post

5 Facts to Remember During Market Volatility

May 11, 2022

Here are five facts to remember when the market gets bumpy: 

A Note on the Yield Curve

April 25, 2022

Recently, you may have seen some headlines talking about an “inverted yield curve” and what it may mean for the economy.  An inverted yield curve is just one indicator of the economy’s possible direction. so...

A Note on the Yield Curve

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An inverted yield curve needs to remain inverted to be considered an indicator. Recessions aren’t instantaneous. It’s a deceptive signal for your portfolio.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2022 FMG Suite.

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance Services offered through Momentum Financial Partners, LLC independent of SPF.

IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Office: (480) 237-5787
Toll-Free: 877-358-7686
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Fax: (480) 237-5788

60 E. Rio Salado Parkway
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team@momentumfp.net

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