Aspen wealth management market data from Aspen Wealth

Market data from Aspen Wealth Management indicates utility stocks underperforming versus the S&P 500’s current 4.9% quarterly gain. They advise rebalancing portfolios towards energy, anticipating a 5–7% upside in crude-related equities due to rising global demand. For snacks, options included a $15 bag of trail mix, caramel-flavored popcorn, and handmade marshmallow treats from The Crispery. “We are thrilled to join forces with the team at Aspen to further our growth trajectory and continue to provide our clients with comprehensive wealth planning services,” said Ira Rapaport, CEO of NEPWA. “Aspen is exactly the partner we were looking for to retain our brand and culture, but also position NEPWA for the next stage of growth, to the benefit of our clients and team members alike.” Their allocation shifts favor construction and materials suppliers.