On Point Investment Strategy Statement
On Point Market Commentary & Wealth Insights
Keep informed with the latest market news and wealth planning topics.
Stay informed on the latest market information with On Point® Market Commentary
Stay informed on the latest market information with On Point® Market Commentary
About the Author, Joseph Keating
Joseph Keating is a Senior Vice President and Senior Portfolio Manager for SouthState Wealth. Joe brings extensive experience to SouthState having worked in the financial industry since 1980. He has been nationally recognized for his investment commentary and has worked in a number of organizations as Chief Investment Officer. Joe returns to SouthState where he formerly served for 10 years as Chief Investment Officer of CenterState Bank prior to the merger of equals in 2020. He also held the position of Chief Investment Officer at Old Kent Financial in Grand Rapids, Michigan for 14 years and started his career as an Economist at the Federal Reserve Bank of Chicago.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
About the Author, Brian Barker
Brian is the Chief Investment Officer for South State Wealth. He leads the team of portfolio managers delivering customized investment advice to South State's Wealth clients.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
About the Author, Martin McWilliams III
An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary. Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
About the Author, Joseph Keating
Joseph Keating is a Senior Vice President and Senior Portfolio Manager for SouthState Wealth. Joe brings extensive experience to SouthState having worked in the financial industry since 1980. He has been nationally recognized for his investment commentary and has worked in a number of organizations as Chief Investment Officer. Joe returns to SouthState where he formerly served for 10 years as Chief Investment Officer of CenterState Bank prior to the merger of equals in 2020. He also held the position of Chief Investment Officer at Old Kent Financial in Grand Rapids, Michigan for 14 years and started his career as an Economist at the Federal Reserve Bank of Chicago.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
Joe received his bachelor's degree in economics with highest honors from DePaul University and received his master's degree in economics from the University of Illinois at Urbana-Champaign.
About the Author, Brian Barker
Brian is the Chief Investment Officer for South State Wealth. He leads the team of portfolio managers delivering customized investment advice to South State's Wealth clients.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
Prior to joining South State Bank in 2009, Brian was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina. Brian graduated from Clemson University with a B.S. in Economics. He received his MBA from the University of South Carolina. Brian is a Certified Financial Planner® and an Accredited Investment Fiduciary®. Brian is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
About the Author, Martin McWilliams III
An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary. Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts. A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.
Important Legal Disclosures and Information
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All content contained in this newsletter is for informational purposes only and should not be relied upon to make any financial, accounting, tax, legal or other related decisions. Each person must consider their objectives, risk tolerances and level of comfort when making financial decisions and should consult a competent professional advisor prior to making any such decisions. Any opinions expressed through the content in this newsletter are the opinions of the particular author only.
SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they FDIC insured, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
This material is furnished for use by SouthState Wealth clients and subscribers to this report, and may not be redistributed, retransmitted or disclosed without our express written consent. Any unauthorized use is prohibited. We do not provide legal, tax or accounting advice. This material should not be construed as individual investment advice, since such advice is dependent on your specific investment objectives, financial situation, or particular needs. You should consult with us regarding these matters. Neither SouthState Bank, N.A. nor any director, officer or employee of SouthState Bank, N.A. accepts any liability for any direct, indirect or consequential damages or losses arising from any use of this material.
This material is based upon information that we consider reliable, but we cannot guarantee its accuracy, timeliness, or completeness. Opinions expressed are those of the author(s), and are current as of the date written. Neither the information nor any opinion expressed constitutes an offer or recommendation to buy or sell any security nor an offer of investment advisory services. SouthState Bank, N.A., its affiliates, officers, directors, employees, including persons involved in the preparation or issuance of this material may own, buy or sell securities of companies mentioned. Index results assume the reinvestment of all dividends and interest; no index can be directly purchased or sold.
