Should You Sell Because of the Middle East Conflict?

0:00 Intro 2:19 Market Recap 5:03 Topic 1: How to Respond to Global Crises 8:45 Topic 2: Earnings Season is Finally Here! 15:05 Bonus Topic: End of Year Tax Management We continue to experience jittery markets in the month of October, with two major stories continuing to dominate the headlines -- rising interest rates and the raging conflict in Israel and the Gaza Strip. In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress discuss the Left Brain philosophy of how we react as investors to major global events like those the world is currently experiencing. While we do take into account major world events, we note that most of the time, we see temporary price changes in securities and often how we want to use the opportunity to add market exposure, rather than to panic sell! Noland was audibly excited to discuss our second topic this week -- the beginning of the 3rd quarter earnings season. We cover two of the past week's biggest and most important reports -- Tesla (TSLA) and Netflix (NFLX). We close out with a bonus topic -- tax management. By the time you send your documents off to your accountant in early 2024, it will be too late to do anything about lowering your tax bill; now is the time to act. Noland mentions a couple strategies that we are currently pursuing for clients and that may help you come tax time in April! Topic 1: How to Respond to Global Events Topic 2: Earnings Season is (finally) here! If you are feeling jittery about the markets and your portfolio, reach out and we can set up a time to talk in more detail about taking advantage of market weakness to serve your long-term financial plan! To check out our new website, head over to https://leftbrainwm.com/ If you would like more information about our model portfolios head to https://leftbrainwm.com/report Email Brian at [email protected] for details. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.