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September’s Disruption Blueprint

Hi there,

Welcome to this month’s edition of Disruption Blueprint! Dive into these must-read topics: 

  • Learn about the potential market impacts of a U.S. port strike in Rick’s latest Market Commentary. 
  • Discover how much we RFG Advisory raised in this year’s Crush it for Charity fundraiser benefitting the Alzheimer’s Association.
  • Don’t miss your chance to register for an exclusive webinar featuring Shark Tank star Kevin O’Leary and our President & CIO, Rick Wedell.

Navigating Market Trends: The Impact of a Potential U.S. Port Strike
Rick Wedell, Chief Investment Officer
Market Commentary | Sept. 30, 2024

Markets are starting the week near all-time highs for the S&P 500 as the Goldilocks scenario laid out by the Federal Reserve in their most recent meeting continues to resonate. The S&P 500 is up just over 20% this year, and while other sectors like small- and mid-cap stocks, as well as international stocks, have trailed for the year, we saw them make up a little lost ground in the third quarter. In this edition of our Market Commentary, Rick sifts through the performance numbers from the world’s major indices and explores the possible market impact of any type of U.S. Port strike. Watch the full video here. 

RFG Advisory Named the Top Advisor Support Platform by WealthManagement.com

We’re thrilled to announce that RFG Advisory has been named the Top Advisor Support Platform by WealthManagement.com at the 10th Annual Wealthies! This honor is a testament to the hard work of our dedicated team and the incredible Advisors we’re privileged to support.

RFG Advisory won WealthManagement.com‘s Top Advisor Support Platform of 2024 on September 5, 2024, for the review period between June 4 – September 5, 2024. No compensation was exchanged for this Rating.

At RFG Advisory, we understand the strength of community and the significance of giving back. That’s why we proudly host our annual Crush It for Charity initiative—a month-long challenge to raise funds for a good cause. This year we raised money for the Alzheimer’s Association.

Each year, our Financial Advisors, Client Service Associates (CSAs), and corporate staff join forces nationwide to participate. Teams engage in friendly competition by logging miles through walking, running, cycling, and various workouts, all while raising money to support the Alzheimer’s Association. This past month, we collectively walked 6,892 miles and raised an impressive $45,620.

The Crush It for Charity challenge is more than just a physical activity; it’s a chance for us to make a meaningful impact in the fight against Alzheimer’s.

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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