Applied Asset Management
Visit www.AppliedAssetMgt.com for more great information Member FINRA & SIPC. No offers may be made or accepted from any resident of any other state.
When it comes to making financial decisions for yourself, family, or business; knowledge, objectivity, and sound advice matter. At Applied Asset Management, we understand how overwhelming and confusing it can be to make financial decisions if you don’t have the time or resources to proactively plan for your financial goals. As independent financial advisors, we offer comprehensive retirement plann
10/02/2023
The markets will be watching the non-farms payroll report this Friday for the first glimpse into September’s economy. Join CIO Gene Goldman on the latest episode of as he explains why he and his team believe the report will hold a positive surprise. https://bcove.video/3ZLBnJB
09/27/2023
Check out the latest commentary from which discusses a possible government shutdown and what it means for the economy and your portfolios. Click here to read more: https://bit.ly/3LCTBbC
09/26/2023
In the Fourth Quarter Outlook, they discuss weak but improving economic data and the overhanging risks in the economy as we enter the fourth quarter. Click here to read more: https://bit.ly/48n6WPd
09/25/2023
In a quiet week for financial data, all eyes will be on the August Consumer Spending Report on Friday. Join CIO Gene Goldman on the latest episode of as he explains why the report will likely be lower than expected and what that could mean for the economy. https://bcove.video/3ZLBnJB
09/21/2023
Read the September issue of Financial Watch here: https://bit.ly/financialwatch-sept23
09/18/2023
In a busy week for economic news, CIO Gene Goldman will be most focused on the Fed’s FOMC meeting on Tuesday and Wednesday. Join Gene on the latest episode of as he explains why the Dot Plot from this meeting could be important to financial markets. https://bcove.video/3ZLBnJB
09/12/2023
Read the latest issue of Retire Wise here: https://bit.ly/retirewise-sept23
09/11/2023
This week's most important financial data, August’s Consumer Price Index (CPI), will release Wednesday. Join CIO Gene Goldman on the latest episode of as he explains why August's CPI will be higher than July's and why this could matter to the Fed. https://bcove.video/3ZLBnJB
09/05/2023
This week will be quiet for economic data, except for the ISM Services PMI Index releasing Wednesday. Join CIO Gene Goldman on the latest episode of as he explains why the prices-paid component of this report could be an important inflation predictor. https://bcove.video/3ZLBnJB
09/01/2023
This Monthly Recap summarizes market performance, major events and news from August 2023. Read more here: https://bit.ly/3Z2SzuU
08/28/2023
This week will be a big one for economic data, the most important being Friday's payroll report. Join CIO Gene Goldman on the latest episode of as he shares three reasons he suspects this report will be lower than expected. https://bcove.video/3ZLBnJB
08/25/2023
Check out the latest commentary from which discusses the possibilities of a Fed pause and eventual pivot and what this means for portfolios. Click here to read more: https://bit.ly/3OPRTVa
08/22/2023
Check out the latest commentary from that discusses the reasons behind the recent jump in bond yields and why equity markets are so concerned. Click here to read more: https://bit.ly/3QJJ3eh
08/21/2023
Rising bond yields are worrying investors. Join CIO Gene Goldman on the latest episode of as he discusses why they're rising, why it matters to stocks and what he's watching this week to learn more. https://bcove.video/3ZLBnJB
08/17/2023
Read the August issue of Financial Watch here: https://bit.ly/financialwatch-aug23
08/14/2023
In the Fed's July meeting, it unanimously raised rates despite signs of slowing inflation. Join CIO Gene Goldman on the latest episode of as he discusses how the minutes we'll see this week could help us understand this decision. https://bcove.video/3ZLBnJB
08/08/2023
Read the latest issue of Retire Wise here: https: https://bit.ly/retirewise-aug23
08/07/2023
This week, we'll get July's Consumer Price Index (CPI). Join CIO Gene Goldman on the latest episode of as he explains why he expects headline CPI to rise, but core CPI to slow – and what that could mean for markets. https://bcove.video/3ZLBnJB
08/03/2023
The travel and leisure is booming! So, what does this say about the economy? The latest commentary from Cetera Investment Management takes a deep dive into the sector and looks for clues about what's to come. https://bit.ly/3DEZ6SP
08/02/2023
Check out the latest commentary from which discusses Fitch’s downgrade of U.S. debt. Click here to read more: https://bit.ly/3DIwPuJ
08/02/2023
This Monthly Recap summarizes market performance, major events and news from July 2023. Read more here: https://bit.ly/3Yl7rEX
07/31/2023
The first week of a new month is typically the busiest for financial data. Join CIO Gene Goldman on the latest episode of as he explains the 3 key reports this week that will reveal how July's economy looked. https://bcove.video/3ZLBnJB
07/24/2023
In a busy week for the financial markets, all attention will be on the Fed's FOMC meetings Tuesday and Wednesday as they set interest rate policy. Join CIO Gene Goldman on the latest episode of as he breaks down his 3 expectations for these meetings. https://bcove.video/3ZLBnJB
07/20/2023
Read the July issue of Financial Watch here: https://bit.ly/financialwatch-july23
07/17/2023
Q2 earnings season picks up in earnest this week. Join CIO Gene Goldman on the latest episode of as he explains why he thinks earnings may be better than expected – and what that could mean for the stock market. https://bcove.video/3ZLBnJB
07/11/2023
Read the latest issue of Retire Wise here: https: https://bit.ly/financialwatch-jul23
07/10/2023
All eyes will be on the June Consumer Price Index (CPI) this week. On the latest episode of , CIO Gene Goldman explains the importance of this report and why it may skew lower than expected. https://bcove.video/3ZLBnJB
07/05/2023
This Quarterly Recap summarizes market performance, major events and news from Q2 2023. Read more here: https://bit.ly/3D1Dpw8
07/03/2023
While many investors take time off this week, it should be a busy one for financial data as well as the markets. Join CIO Gene Goldman on as he explains why he'll be paying particular attention to Friday's payroll report. https://bcove.video/3ZLBnJB
06/26/2023
The Fed recently paused rate hikes, but indicated it expects to raise rates twice more before year end. Join CIO Gene Goldman, CFA on as he explains how key coming this week could offer insight into whether the Fed's hawkishness is justified. https://bcove.video/3ZLBnJB
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Our Story
Applied Asset Management is a client centered, financial planning and wealth management firm. We measure our success by the strength of our relationships with clients and the high standards of quality and ethics that allow us to maintain them. We will always conduct business in an honest and loyal manner while continually seeking to enhance our knowledge of products and services for our clients.
Securities and investment advisory services offered through Cetera Advisor Networks LLC. Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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3640 Split Rail Lane
Avon, OH
44011
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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