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Small stocks can pack a powerful punch in Q4 2024 and beyond

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Manage episode 444613943 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

You don’t need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation.

Watch the episode here on YouTube

In this clip from our Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper understanding of environments in which small cap stocks have historically outperformed their large cap counterparts, and why it is important to focus on quality even when moving down the capitalization spectrum. Watch the clip and decide for yourself if investing in small caps could lead to a big gain.

Email us: Podcast@bluechipfm.com with your feedback and episode topic requests.

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111

Helpful Links- Click here for important disclosure information

Click here to schedule a call: Blue Chip Partners | Schedule A Call

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at kbrowning@bluechipestateplanning.com or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

60 episoade

Artwork
iconDistribuie
 
Manage episode 444613943 series 3563447
Content provided by Blue Chip Partners, LLC, Blue Chip Partners, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Chip Partners, LLC, Blue Chip Partners, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

You don’t need a structural allocation to small caps, but you want to be thoughtful about how and when to build an allocation.

Watch the episode here on YouTube

In this clip from our Q4 Quarterly Edge report by Blue Chip Partner’s Chief Investment Officer Daniel Dusina, CFA and Managing Partner Daniel Seder, CFA, CMT, CFP®. you will gain a deeper understanding of environments in which small cap stocks have historically outperformed their large cap counterparts, and why it is important to focus on quality even when moving down the capitalization spectrum. Watch the clip and decide for yourself if investing in small caps could lead to a big gain.

Email us: Podcast@bluechipfm.com with your feedback and episode topic requests.

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth 248-848-1111

Helpful Links- Click here for important disclosure information

Click here to schedule a call: Blue Chip Partners | Schedule A Call

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at kbrowning@bluechipestateplanning.com or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work again in Southeast Michigan in 2024 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Need to update your estate plan? www.BlueChipEstateplanning.com Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

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