Posts by Ben Bishop
Why EverNest?
Join us as we interview the team! Today we speak with Frank Esposito, CFA. One of two Managing Partners motivated and determined to provide what frequently lost in translation in todays financial services. A great place to start, what do you bring to the table that sets EverNest apart?
Read MoreMarket Commentary: Bird’s Eye View for Q4 2024
The third quarter of 2024 brought unexpected—and broad—strength in stocks. Bonds also performed well, spurred by a drop in interest rates late in the quarter. Frank J. Esposito, CFA, Managing Partner at EverNest, starts his latest 8-minute video market update by reviewing market performance. He then shifts to looking ahead, including at the topic clients…
Read MoreEverNest Welcomes Managing Director Justin Peacock
EverNest Financial Advisors is pleased to announce the addition of Justin Peacock, CFP® as Managing Director. “This is a watershed moment for EverNest,” said Frank Esposito, CFA, Managing Partner. “I’ve known Justin for 24 years. When he came to interview at Goldman Sachs, I was the first person he met. We worked together at Goldman,…
Read MoreMarket Commentary: Bird’s Eye View for Q3 2024
It might surprise you that the seven largest Japanese stocks have outperformed the “Magnificent Seven” of the U.S. stock market over the past three years, partly thanks to lower starting valuations in Japan. The future promise of AI has captured investors’ imagination, but it’s a mistake to think AI is the only place to be…
Read MoreSell in May and Go Away?
“Today I’d like to talk about the old adage ‘sell in May and go away,’” says Frank Esposito, managing partner, to open this two-minute video on whether that adage holds up to scrutiny. EverNest Financial Advisors (EverNest), a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does…
Read MoreEverNest Expands Advisory Team
EverNest Financial Advisors is pleased to announce the addition of Joshua Johnson as Vice President and Financial Advisor, the second new advisor addition in recent months. “We’re growing fast, and when someone perfectly fits our culture and shares our values, we’re in a position to move quickly,” said Frank J. Esposito, CFA, managing partner. “With…
Read MoreMarket Commentary: Bird’s Eye View for Q2 2024
“Higher valuations leave us cautious, but we’re looking for pockets of opportunity, both in the high-quality portion of the bond market as well as the relative value advantage of small-cap stocks,” says EverNest Managing Partner Frank J. Esposito in his just published 5-minute video market update. Watch the video for thoughts on: Large-cap growth companies…
Read MoreMarket Commentary: Bird’s Eye View for Q1 2024
Defying predictions, 2023 was a strong year for financial markets, reflects EverNest Managing Partner Frank J. Esposito in his just published 6-minute video market update. Watch the video for thoughts on: Extraordinarily narrow leadership in the S&P 500 Index. The largest 10 stocks contributed an astonishing 87% of returns last year. Corporate earnings trajectory trending…
Read MoreMarket Commentary: Bird’s Eye View for Q4 2023
The fourth quarter of 2023 starts with continued concerns about economic and stock market risks offset by the opportunities in international equities and fixed income, EverNest Managing Partner Frank J. Esposito explains in his just-published 6.5-minute video market update. Watch the video for Frank’s analysis of: The overall economy. As the Fed continues to fight…
Read MoreEverNest Expands Portfolio Management Team
EverNest Financial Advisors is pleased to announce the addition of Kevin Stillman in a newly created Portfolio Manager role. Previously, Stillman was a Trading Team Lead at Orion Advisor Technology, an Omaha, Nebraska-based leader in state-of-the-art investment software for Registered Investment Advisors (RIAs). “I’m aware of literally no one more skilled at harnessing modern tools…
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