Just Peachie Show
Just Peachie Ep#32: Economic and Market Update April/May 2023 with Mario Nardone, CFA
Peachie Thompson · May 10, 2023
Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed: • Economic and Market Update 1st quarter 2023 • Recent banking turmoil • labor market • Investment concerns • Recession fears • Inflation • Global economy • Dollar strength • Investing and feelings
About our guest speaker, Mario Nardone, CFA:
Mario is a veteran in the investment world and is the founding partner of East Bay Investment Solutions. EBIS works primarily with planning-focused financial advisory practices to create cost-effective, customizable investment management solutions. Sometimes referred to as Outsourced Chief Investment Officer (OCIO) services, we focus on the investment-related aspects of your planning practice so you can focus on your clients and growing your business.
Learn more by clicking here
Email us at contact@peachinsurance.net if you have any questions about this topic.
"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".
Disclosure for East Bay investment solutions:* There are no warranties implied. East Bay Investment Solutions (“East Bay”) is a registered investment adviser with its primary office located in Charleston, South Carolina. East Bay may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. East Bay’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of East Bay’s web site on the Internet should not be construed by any consumer and/or prospective client as East Bay’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by East Bay with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of East Bay, please contact the state securities regulators for those states in which East Bay maintains a registration filing. A copy of East Bay’s current written disclosure statement discussing East Bay’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from East Bay upon written request. East Bay does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to East Bay’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The firm’s regulatory disclosures can be found by clicking here. We respect the privacy of our clients’ personal information. Please click here to read our Privacy Policy.*
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