NEWS & EVENTS

Market Commentaries

Looking Ahead: 2024

The last few years have brought many surprises to investors, ranging from a global pandemic to high inflation to rising geopolitical tensions. We’ve experienced the shutdown of the global economy, supply chain bottlenecks, and the Federal Reserve’s printing press which led to the highest inflation in decades, a tech sector crash, the worst year of bond performance on record, and a regional banking crisis. Separately, we have seen the start of two major world conflicts. Many of these events were impossible to foresee, but as we look ahead to next year, we don’t expect a quiet backdrop. Here are the major themes that we believe will move markets over the next 12 months.

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In The News

Kyle Hublitz, Kevin Toohill, and their team join Seventy2 Capital Wealth Management

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Four Seventy2 Capital Advisors named as AdvisorHub Advisors to Watch

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Matthew Hanley joins Seventy2 Capital Wealth Management as Vice President

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Christopher D. Andrews joins Seventy2 Capital Wealth Management as Executive Vice President

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Les Dennis joins Seventy2 Capital Wealth Management, Expanding Practice to Ocean City, MD

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Seven Seventy2 Capital Advisors named as Five Star Professionals

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Seventy2 Capital ranked as one of Washington Business Journals’ 2023 Best Places to Work

The 2023 Washington Business Journal Best Places to Work Award are based off perks, leadership, office space, culture and more for the prior year. Self-completed survey was used for award.

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Seventy2 Capital Wealth Management named to 2023 Barron’s Top 100 Private Wealth Management Teams

The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Seventy2 Capital Opens Office in Charlottesville, VA with addition of Scott Gibson

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Thomas Fautrel, President & Co-Founder of Seventy2 Capital, named as a 2023 Forbes Best-in-State Wealth Advisor

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Stanislav Asset Management joins Seventy2 Capital Wealth Management

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Seventy2 Capital Named in Forbes 2023 Best-In-State Wealth Management Teams

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Seventy2 Capital Wealth Management named in 2022 Forbes Top Wealth Management Teams

The 2022 Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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Seventy2 Capital Wealth Management Promotes Key Members of Financial Team

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David Wisniewski & Craig Gayhardt join Seventy2 Capital Wealth Management as Senior Vice Presidents & Financial Advisors

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Stephen Barto joins Seventy2 Capital Wealth Management as SVP & Financial Advisor

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Max Freelander, II joins Seventy2 Capital Wealth Management as VP & Financial Advisor

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Christopher Davis joins Seventy2 Capital Wealth Management as Partner

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Eric Bost and LII Join Seventy2 Capital Wealth Management

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Seventy2 Capital Appoints Linda Whittington and Expands into Virginia

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Scott McLaughlin Adds His Expertise to Seventy2 Capital

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Nicholas Steier Joins Seventy2 Capital's Hunt Valley Office

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UPCOMING EVENTS

Client Webinar: Social Security

Thursday, January 11, 2024

12:00 PM ET

Hosted By:

James Washington

Senior Financial Advisor

Seventy2 Capital Wealth Management

Featured Speaker:

Tim O’Mara

Vice President

Nationwide Retirement Institute

Meeting ID: 959 5889 6661

Passcode: 872788

Join Seventy2 Capital and Nationwide Retirement Institute for a discussion on Social Security, including:

  • Deciding when to file for Social Security benefits
  • Social Security basics: guaranteed life income, indexed to inflation, survivor benefits, and preferential tax treatment
  • Guidance using the Social Security 360 Analyzer Tool

Please send comments and questions to [email protected].

IMPORTANT PARTICIPANT INFORMATION: This event is educational in nature – no company specific products will be discussed. The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.

Please also review the terms & conditions for the third-party website hosting the event. We do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.

PAST EVENTS

OCT 24

Client Webinar: Are we heading into a recession?

Join Seventy2 Capital and J.P. Morgan Asset Management for a discussion on:

  • Where do we see inflation and rates in 2024?
  • How do we position portfolios around uncertainty?
  • What are the best opportunities in the market today?
OCT 24

Join Seventy2 Capital and J.P. Morgan Asset Management for a discussion on:

  • Where do we see inflation and rates in 2024?
  • How do we position portfolios around uncertainty?
  • What are the best opportunities in the market today?
SEP 6

Client Webinar: The Fragile Decade

The five years leading up to retirement and the five years after can be a vulnerable period, both financially and emotionally. The time to start preparing is now! Join Seventy2 Capital and Global Atlantic Financial Group for a discussion on: the emotional aspect of the four phases of retirement transitions, the four core pillars of retirement happiness, and a year-by-year countdown to retirement blueprint.

JUNE 6

Client Webinar: Market Update

Join Seventy2 Capital and First Trust Advisors, L.P. for a market update from Frist Trust’s Deputy Chief Economist, Robert Stein. Topics will include forecasts for the rest of 2023, an update on the economy, and positioning during this part of the business cycle.

APRIL 12

Client Webinar: Long Term Care

Join Seventy2 Capital Wealth Management and Brighthouse Financial for a discussion on long-term care (LTC), or individualized and coordinated services that help maximize quality of life for those with long physical illnesses, disabilities, or cognitive impairments. Topics include: defining LTC; popular types, costs, and ways to pay for care; hybrid life insurance and LTC vs. traditional LTC; indemnity vs. reimbursement claims payments; and managing long-term care needs.

FEB 8

Client Webinar: Economic & Market Update

Last year’s investment environment was incredibly challenging. High inflation, tightened monetary policy, and slowing global growth brought volatility to all asset classes. Join Seventy2 Capital for our quarterly market webinar to hear our Director of Investment Strategy, Michael Levitsky, discuss market outcomes from 2022, the current state of the US Economy, the Fed’s battle against inflation, and our expectations for 2023.

OCT 28

Client Webinar: Midterm Elections

Join Seventy2 Capital and Stuart Sweet, President of Capitol Analysts Network, for a discussion on expectations for midterm elections.

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OCT 4

Client Webinar: 529 Savings Plans

Rachel Ramos, Senior Product Manager at Capital Group, provides insight on tax advantages and building financial wellness plans to meet family education needs.

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JULY 27

Client Webinar: An Inside Look at Cybersecurity and Fraud

Ileana van der Linde, Cybersecurity Awareness Program Lead for J.P. Morgan Chase & Co., discusses how to detect common cyberthreats, improve your online safety, and avoid being targeted by hackers.

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JULY 5

Client Webinar: Market Events

Hear from Andy Blocker, Head of U.S. Government Affairs at Invesco, on current market events.

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JUNE 7

Client Webinar: Market Commentary

Dan Braz, CFA®, Head of Intermediary ETF Strategist Team at State Street Global Advisors, gives an overview of market opportunities and geopolitical risks.

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MAY 19

Client Webinar: Introduction to Long-Term Care

Hear from Martin Topor of Brighthouse Financial about options and resources for long-term care plans.

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MAY 3

Client Webinar: Market Commentary

Simeon Hyman, CFA®, Head of Investment Strategy Group, ProShare Advisors, discusses his views on current market events.

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APRIL 5

Client Webinar: Market Commentary and Seventy2 Capital Update

Mike Levitsky, CFA®, Director of Investment Strategy at Seventy2 Capital, presents his views on the market and the latest news from Seventy2 Capital.

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Community

Seventy2 Capital supports the communities in which we do business. Since our founding in 2016, we have partnered with organizations that make an impact to serve our youth, veterans, people with illnesses, and those with limited financial resources. These organizations include:


  • Generation Hope
  • Don Bosco Cristo Rey High School Corporate Work- Study Program
  • Local High Schools
  • Girl Power MD
  • PVAC Fund
  • Childhelp
  • Microloan Foundation
  • Military Heroes Campaign
  • Muscular Dystrophy Association (MDA)
  • Johns Hopkins
  • American Lebanese Syrian Associated Charities (ALSAC)

Work with Seventy2 Capital to make a difference in your community.


Join Our Team

Featured Story

Seventy2 Capital is proud to sponsor Don Bosco Cristo Rey High School and their Corporate Work-Study Program. Don Bosco Cristo Rey provides a college preparatory education to economically disadvantaged students in Takoma Park, Maryland. Through the Corporate Work Study Program, students earn 60% of their high school tuition through working one day a week at a corporate partner’s office. In return, corporate members commit to acting as a professional mentor for their students, supervising their student worker, and providing feedback on their performance semi-annually. As part of the Work Study Program, Seventy2 Capital has welcomed a high school junior as an intern and is furthering his education in financial investing. When asked about his experience at Seventy2 Capital, he noted that working in a real-world office environment has given him a head-start to lessons in management and organizational skills that not many high school students get to experience.