Tolleson Hosts Market Strategist Dr. Edward Yardeni for Exclusive Client Event

Chief Investment Officer Eric W. Bennett hosted Dr. Edward Yardeni for a special webinar to discuss key opportunities and challenges in today’s economic landscape, exclusively for Tolleson Wealth Management clients. During the interview, Dr. Yadeni shared his current stance on the Fed, rent inflation, and why not to time the market. He also believes the U.S. still has the best economy and industries, centering on domestic opportunities.

When asked about stocks, Yardeni explained that to truly benefit from stocks, you must hold them for a while. “Stocks are really an investment that are ideally suited for long-term investors.”

Tolleson Wealth Management has worked with Dr. Yardeni for more than 10 years utilizing his market research and insights in the development of its portfolio strategies.

General Performance Information

The performance results in this presentation have been compiled by Tolleson Wealth Management (“TWM”). Past performance is no guarantee of future results. No representation is being made that any account will or is likely to achieve profits or losses. All investments involve risk, including the loss of principal. A client’s return will be reduced by the advisory fees and other expenses. TWM’s advisory fees are described in Part 2a of our Form ADV. This information discusses general market activity, industry or sector trends, or other broad-based economic market or political conditions and should not be construed as research or investment advice. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. Opinions expressed are current opinions as of the original publication date appearing in this material only. Any opinions expressed are subject to change without notice and TWM is under no obligation to update the information contained herein. TWM disclaims responsibility for the accuracy or completeness of this report although reasonable care has been taken to assure the accuracy of the data contained herein. This material has been prepared and is distributed solely for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. This report may not be reproduced, distributed or transmitted, in whole or part, by any means, without written permission from TWM. If you have any questions regarding this presentation, please contact your TWM representative.