
Trust & Reliability Since 1993 @BarronsOnline Top FAs @Forbes Top RIAs See disclosures: https://teapawt.net/t.co/nkRxq92Moh
Sausalito, CA
Joined June 2018
- Tweets370
- Following66
- Followers136
- Likes33
We enjoyed visiting the teams at Schwab’s Cupertino and San Ramon branches, sharing our story and what makes Main Street Research different. Thank you for the warm welcome!
#MainStreetResearch #Schwab
Disclosures: bit.ly/msr-disclosures
Ask Alex 💬 Episode 8: Trust Retitling
A trust document alone doesn’t do anything until your accounts are retitled into it.
In this episode, Alexandra walks through the next steps to make sure nothing gets left outside your trust.
Disclosures: bit.ly/msr-disclosures
“I think they’re right, but they’re way too early, by years.”
James Demmert on the bear case against Nvidia - and why he sees it differently.
Watch full video here: vimeo.com/1237728241
Disclosures: bit.ly/msr-disclosures
Nvidia reports tomorrow. Is the bar too high?
Watch full video here: bit.ly/4gxBYIS
#NVIDIA #Bloomberg #RIA | Disclosures: bit.ly/msr-disclosures
Nvidia ahead of earnings, and a pick outside the US.
James E. Demmert breaks down both.
Watch full video here: bit.ly/4zsgeXC
Disclosures: bit.ly/msr-disclosures
How much higher can this market go?
James Demmert on the case for more upside — and where the risk sits.
Full interview: bit.ly/4zsgeXC
Disclosures: bit.ly/msr-disclosures
Great few days on the road! Our team visited Charles Schwab's international branches in Westlake, TX, Coral Gables, and Orlando, FL to share more about what we do. Excited to grow these relationships and support Schwab's international clients. Disclosures: bit.ly/msr-disclosures
NVIDIA: opportunity or warning sign?
James E .Demmert on the AI boom, circular financing risks, and where investors should be paying attention.
Full video: bit.ly/4zjDiYw
#NVIDIA #AI #Investing #MainStreetResearch | Disclosures: bit.ly/msr-disclosures
We're thrilled to announce that Alexandra Rooney, CFP®, has been promoted to Principal, Wealth & Estate Advisory. Please join us in congratulating her on this well-earned milestone! ✨
bit.ly/msr-disclosures
⏳ Only 7 days away! Don't miss it.
👉 Register now: bit.ly/4wJ8n6a
Disclosures: bit.ly/msr-disclosures
What could the next inflation print mean for markets?
James Demmert weighs in on a resilient, productivity-led economy, and why oil remains the wildcard to watch. 🎥: bit.ly/3S4iGTd
#Inflation #Fed |Disclosures: bit.ly/msr-disclosures
Don't miss our next webinar! 👉 Register now: bit.ly/4wJ8n6a
A Bull Market with Volatility Ahead: Strategies to Navigate Market Risk
📅 August 20th | 4pm ET / 1pm PT
Disclosures: bit.ly/msr-disclosures
Welcome Arthur Morey, MBA to Main Street Research! 🎉 Arthur joins as Media Associate, bringing expertise in marketing, branding, and visual storytelling. Welcome, Arthur!
Welcome Bridget Johanson, MBA to MSR! 🎉
Bridget brings years of client services experience in wealth management and holds her Series 65. A Binghamton alum and former NCAA swim & dive captain — that same drive defines her client care today. Welcome, Bridget!
Record profits. Falling stock. What's going on?
James E. Demmert on the tech selloff rippling through chipmakers. Full interview ➡️ bit.ly/4h3c5CE
#CNBC #RIA | bit.ly/msr-disclosures
🗞 Recent media coverage
Our market insights recently featured in @barrons, @cnbc, @bloomberg, @kiplinger, @reuters
#WealthManagement #RIA #ForbesTopAdvisor #BarronsTopAdvisor #MainStreetResearch | Disclosures: bit.ly/msr-disclosures
The oil war. Cracks in private credit. Burgeoning U.S. debt. Are you prepared?
Join us live!
📅 Thursday, May 28 | 4 PM ET / 1 PM PT
🔗 Register: bit.ly/4cVOsrX
Disclosures: bit.ly/msr-disclosures
Alphabet & Meta: leaders of the pack? 📈
James Demmert on earnings expectations, shifting sentiment, and why investors may be watching these names closely.
Disclosures: bit.ly/3TCc78H
High expectations. Strong demand. What’s next for #Micron?
James Demmert on AI-driven demand, long-term visibility, and why recent pauses have shifted the conversation.
#AI #StockMarket #Semiconductors #RIA Disclosures: bit.ly/3TCc78H









