Sunpointe Investments

Join us on Wednesday, January 29th at 11 a.m. CT/ 12 p.m. ET as our expert panel provides the most important ideas and updates from our quarterly Market Environment Report. What You’ll Gain: 💡 A clear understanding of today’s key market drivers 💡 Practical insights to guide your financial decisions 💡 Expert perspectives from our seasoned team of analysts Don’t miss out on the opportunity to kickstart your year with actionable financial strategies. We hope to see you there! Register here: https://lnkd.in/gpEwWsaW #MarketInsights #Webinar

At Sunpointe, we know the secret of adapting to modern markets is knowing how to ask the right questions. Our Managing Director, Matt Zeigler sat down with Charles Schwab's Chief Investment Strategist Liz Ann Sonders to discuss the impact of passive investing on expected returns. But it’s not just her insights that stand out—it’s her reaction when Matt takes it one step further, asking what her mentor, the legendary Marty Zweig, might have thought about the same topic. Watch now to see how thoughtful questions spark powerful insights. #Investing #MarketInsights #Sunpointe

Start the year strong with Sunpointe’s first Quarterly Market Outlook Webcast of 2025! Join us on Wednesday, January 29th at 11 a.m. CT/ 12 p.m. ET as our expert panel provides the most important ideas and updates from our quarterly Market Environment Report. Whether you're focused on protecting your portfolio or exploring new investment strategies, this session will equip you with the actionable insights you need to confidently navigate the year ahead. 📅 Save your spot now: https://lnkd.in/gpEwWsaW #MarketInsights #Webinar

Teamwork makes the dream work! The Sunpointe Investments team came together for our annual meeting last week—accomplishing so much and making great strides toward our goals. We wrapped up the day with a fun twist: a cooking class and dinner at Kitchen Conservatory! A big thank you to our incredible team for your dedication and collaboration. Here’s to building success—and enjoying the journey together! 🙌 #TeamBuilding #AnnualMeeting #SunpointeInvestments 

Check out the latest episode of Excess Returns, where our Managing Director, Matt Zeigler, sits down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a discussion about markets, the economy, and investing. Listen here: https://lnkd.in/ghMSBgVr 

Is a lost decade looming for the stock market? We explore the behavioral biases behind the predictions and offer a more balanced perspective. Read our latest blog post to learn how to navigate market concentration and high valuations. https://lnkd.in/gdFPYCB2 

Sunpointe Investments team doing great things! Check out this interview Matt Zeigler did with Charles Schwab Chief Investment Strategist, Liz Ann Sonders!

Whether you choose to donate to one organization or several, now’s the time to ensure your IRA is ready to make a difference in the new year. If you have questions about QCDs or want to explore how they fit into your broader financial and charitable goals, reach out to Jack or the Sunpointe Investments team. Together, let’s make 2025 a year of purposeful giving! 💙

We’re thrilled to welcome Kevin Kaleta as a Portfolio Associate at Sunpointe Investments! Kevin brings a wealth of expertise and dedication to his role, supporting our Chief Investment Officer and Director of Research in managing client portfolios and implementing strategic initiatives. With a strong focus on analytical rigor and operational excellence, Kevin ensures portfolios align with clients’ financial objectives, helping them achieve their long-term goals with confidence. He’s also pursuing his MBA and CFA charter, showcasing his commitment to continuous learning and professional growth. When he’s not diving into investment research, Kevin enjoys staying active, reading, and cheering on his favorite soccer and basketball teams. Welcome aboard, Kevin! We’re excited to have you as part of the Sunpointe team! 🌟 #Sunpointe #PortfolioManagement

✨ Happy New Year! As we step into 2025, we’re excited for the opportunities ahead and grateful for the trust and support of our clients and community. Here’s to a year filled with growth, success, and new opportunities! Cheers to the New Year! 🥂