To build trust with your clients and gain a competitive edge in the industry, it's essential to understand current market conditions and where they might be headed in the future.
Watch as Katie Stockton joins Barry Habib to provide an overview of the market and the direction in which she anticipates rates moving. Plus, you’ll learn how these changes may affect your clients, allowing you to help them make well-informed decisions.
Click here for a 30-day free trial of Fairlead Strategies: https://www.fairleadstrategies.com/trial
About Katie Stockton
Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK) and sits on the Board of Directors for Cary Street Partners.
Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.
With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals. Katie received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016.
Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school's Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC as an official CNBC contributor, as well as other financial media outlets.
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