Brought to you by the Investment Planning Knowledge Circle: A relaxation of Liberation Day tariffs has helped fuel an impressive market rally throughout much of the summer. With investor sentiment buoyed by easing trade tensions and resilient economic indicators, the momentum has been notable." As we approach the fall, a review of the key headwinds and tailwinds is in order. What forces are likely to shape the next phase of market performance—and what should investors be watching closely?

Guest speakers Stephen David and Zach Fichter will be presenting, "Opportunities in Closed End Funds – Positioning for Rate Cuts"

This had been a monumental year for crypto with the emergence of Bitcoin ETFs.

The academic conclusion of Modern Portfolio Theory is that market timing can never work.

In this Investment Planning Knowledge Circle session, guest speaker Scott Edgcomb, will cover:

Quiddity: “The basic nature or quality of something, that makes it different from other things.”

We experienced sharply higher interest rates and inflation in 2022, leading to the first bear market that didn't coincide with a recession since 1987.

Given current market volatility and economic uncertainty, catastrophe (CAT) bonds and ILS, provide a unique opportunity for investors seeking potential alternative sources of income

Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.

Kevin Baum, Chief Investment Officer of USCF Investments, will provide: an update on current commodity market factors, discuss a unique approach for estimating commodity valuations, and offer perspectives and commodity portfolio structuring insights given the energy transition mega-trend.