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06:43
Top Tailwinds and Headwinds to Watch in H2
Matthew D. Liebman, CEO of Amplius Wealth Advisors, shares his expert insights on the current market conditions and offers guidance for investors in the second half of 2023. He discusses the impact of interest rate hikes, potential risks in the commercial real estate sector, and political uncertainties. Liebman also highlights tailwinds such as a resilient economy and market skepticism that can influence investment strategies.
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08:15
Ex-Merrill Team Launches $1.1 Billion RIA with "Fun, Flexible, Casual" Culture
Amplius Wealth Advisors is celebrating is getting ready to celebrate its one year anniversary. Founding Partner & Chief Executive Officer Matthew D. Liebman, CFA®, CRPC®, CAIA® shares what it was like going independent, plans for 2022, and how the $1.1 billion RIA is working with Dynasty and Fidelity.