IMPACT is in San Francisco this year. IMPACT 2024 Kicked-off Tuesday. Sure made attending Charles Schwab and Co’s annual conference easy for us Bay Area advisors to attend. Certainly easier than last year’s trip to Philadelphia. For more than 40 years, the Charles Schwab Corporation has been an advocate for individual investors and the financial professionals who serve them. In 1991 Schwab hosted its first annual National Financial Advisors Conference, later renamed IMPACT®. As usual, the event is insightful, educational, entertaining. Like I have experienced in recent years, Schwab assembled a lineup of sought-after speakers to offer fresh perspectives, innovative ideas, and fun for this year’s IMPACT conference. IMPACT 2024 opened with welcoming remarks from the Schwab’s CEO Tuesday to an enthusiastic audience of nearly 5,000 Registered Investment Advisors (RIAs) from all over the country. I met two advisor partners who run an advisory firm in Puerto Rico yesterday. The three-day event ends tonight.
IMPACT 2024 is especially impactful. So far in this year’s conference, Schwab has introduced new innovative ways it supports advisors serve their clients. Truly impactful tools and resources are being introduced to us advisors that are available today and rolling out in early 2025. Discussions so far have covered a wide range of services, guidance and tools. Topics have varied from alternative investment strategies and techniques that can potentially generate portfolio income, protect positions and mitigate risk, to tax efficient charitable and estate planning, to impactful sessions on tools and techniques to protect against the misuse of AI and client account security through combating cyber crime. IMPACT 2024 has not only been impactful, it is also inspirational. Schwab continues to deliver new resources and applications for helping advisors improve their clients’ lives and their businesses.
Another focus at IMPACT 2024 is the role of investment advisor fiduciaries. Schwab acknowledged us advisors who are an Accredited Investment Fiduciary (AIF®). We were identified as those advisor professionals who earned the designation that demonstrates we have the education, skills, and ethical standards to carry out a fiduciary standard of care and serve the best interests of your clients.
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For my Market Monthly podcast, click on the link below. I provide a review of global stock market highlights over the past month and preview of the month ahead. Forward insights and perspectives are based on current financial market and economic trends with an emphasis on relevant developments in various areas from Fed policy to company earnings announcements.
Blackhawk Wealth Advisors is the parent corporation of Equity Research & Portfolio Evaluation and Blackhawk Asset Management. It’s Chief Investment Officer is John J. Gardner. John is a Certified Financial Planner (CFP®) and Certified Portfolio Manager (CPM®). As an AIF®, John is also an Accredited Investment Fiduciary.
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At BAM, we take the research we obtain from ERPE and utilize it to manage our clients’ assets. Our founder, John Gardner, CFP®, CPM®, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. John is one of the nation's approximately 400 Certified Portfolio Managers and has managed billions of dollars in equity portfolios over his professional career since 1984. He has created four effective, proprietary portfolios: Thematic Growth, Strategic Income, Diversified Value, and Global Opportunity, which have helped clients prosper.
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Equity Research & Portfolio Evaluation
Equity Research & Portfolio Evaluation (ERPE) utilizes its propietary approach in analyzing investments. Its proven success researching equities is based on a blend of fundamental and technical analysis. ERPE's time-tested Top 10 Tenets guide the investment process to achieve Portfolio Optimization: This is through minimizing risk without sacrificing return.
