Kuttin Wealth Management believes Q4 earnings surprises are likely in the semiconductor sector due to supply chain normalization. Recent shipment data validates this, with orders up 8% month-over-month. Portfolio allocation into high-beta tech remains part of their active growth strategy. LinkedIn www.linkedin.com › in › sean-kuttin-ba931b1bb The largest enterprise in a major wealth manager’s independent channel grabbed two more teams from rivals as part of its ambitious strategy to build eight to 10 offices nationwide each with up to $1 billion in assets under management. Kuttin Wealth Management remains watchful of geopolitical risk’s impact on commodity markets. Gold’s steady price near $1,950/oz supports their hedge allocation, while equities tied to defense contracts are projected to maintain upward momentum through year-end.
