by Chris Walters | Aug 3, 2023 | Investments
On August 3, 2023, SouthCol Advisors Founder James Lumberg presented the second quarter market review, “Soft Landing?” Please feel free to share this video with whomever you feel will benefit. 00:00 Introduction 00:15 Market Dashboard YTD 2023 as of...
by Chris Walters | May 4, 2023 | Investments
On May 4, 2023, SouthCol Advisors Founder James Lumberg presented the first quarter market review, “Which Way From Here?” Please feel free to share this video with whomever you feel will benefit. 00:00 Introduction 00:30 Equity Markets YTD 2023 01:57...
by Chris Walters | Feb 2, 2023 | Investments
On February 2, 2023, SouthCol Advisors Founder James Lumberg presented the fourth quarter market review, “Emerging Light?” Read the Q4 2022 Investor Letter here. Segment Time Segment Content 00:00 – 00:29 Introduction 00:29 – 02:44 Equity Markets YTD...
by Chris Walters | Oct 27, 2022 | Investments
On October 27, 2022, UMF President Chris Walters presented the third quarter market review, “Teeter-Totter: Rates and Ratios.” Read the Q3 2022 Investor Letter here. Segment Time Segment Content 00:00 – 00:30 Introduction 00:30 – 02:28 Global...
by Chris Walters | Aug 4, 2022 | Investments
On August 4, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the second quarter market review, “Climbing the Wall of Worry.” Read the Q2 2022 Investor Letter here. Segment Time Segment Content 00:00 – 00:08...
by Chris Walters | May 5, 2022 | Investments
On May 5, 2022, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the first quarter market review, “Pin the tail on the next recession.” Read the Q1 2022 Investor Letter here. Segment Time Segment Content 00:00 – 00:32 Introduction...
