Albion Financial Group is an SEC registered investment advisor. The information provided is intended solely for educational purposes and should not be construed as an offer or solicitation for the purchase or sale of any particular securities product, service, or investment strategy. Past performance is not indicative of future performance. Additional information about Albion Financial Group is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 105957. Albion Financial Group only transacts business in states where it is properly registered, notice filed or excluded or exempted from registration or notice filing requirements.
In the October 2025 Albion Financial Group conference call, leadership including CEO John Bird, President Liz Bernhard, and CIO Jason Ware kicked off with an introduction before diving into strategic planning for the volatile market environment. They analyzed key economic indicators, tackling recession risks, the impacts of a potential government shutdown and furloughs, labor market trends with job growth data, persistent inflation pressures, and evolving interest rate policies. The discussion highlighted timely opportunities amid these challenges, offering actionable perspectives for financial decision-making in an uncertain season.
The Q&A segment addressed audience-submitted questions on practical topics like Albion’s approach to AI in trading (revealing a cautious, non-reliant stance), updates to the Affordable Care Act, upcoming 2026 changes to 401(k) contribution limits, market concentration risks in the “Magnificent Seven” stocks, and the potential for a broader market “reset.” Overall, the session balanced macroeconomic analysis with real-world investor concerns, emphasizing disciplined planning over speculative bets.
Albion Financial Group is an SEC registered investment advisor. The information provided is intended solely for educational purposes and should not be construed as an offer or solicitation for the purchase or sale of any particular securities product, service, or investment strategy. Past performance is not indicative of future performance. Additional information about Albion Financial Group is also available on the SEC’s website at www.adviserinfo.sec.gov under CRD number 105957. Albion Financial Group only transacts business in states where it is properly registered, notice filed or excluded or exempted from registration or notice filing requirements.
Albion Financial Group – February 2024 Conference Call Video Recording
In our most recent conference call our panelists delved into the economic context of early 2024, touching upon various topics such as tax deadlines, interest rates, Artificial Intelligence, recession forecast, inflation and pricing trends, monetary policy, portfolio asset allocation, Secure 2.0 legislation, estate planning, and more!
Stream the audio of yesterday’s conference call at this link.
This conference call covered the economic landscape of late 2023, including labor market trends, 2024 recession outlook, inflation & prices, the housing market, interest rates & monetary policy, cash alternatives, U.S. deficits, relations with China, equity markets, and more!
Listen below for the isolated audio of the conference call:
Audio-only recording of Albion Financial Group’s November 15, 2023 conference call.
This conversation covered 2023’s economic landscape so far, including interest rate hikes, bank failures, the labor market, the national debt ceiling, inflation trends, a looming recession, Artificial Intelligence, generational demographic shift, and more!
We welcome you and a guest to join the Women of Albion THIS THURSDAY, February 25th, for a virtual event on ESG investing. ESG stands for Environmental, Social, Governance, and the term ESG investing includes these three central factors along with the usual financial factors in determining the investment merit of a company. • Albion has provided ESG investing opportunities to our clients since 2017 and as this type of investing gains more popularity and recognition, we are getting many questions about what ESG investing is and how it works. Thus came the inspiration for our spring #WOA event! • Albion’s Chief Investment Officer, Jason Ware, will join the Women of Albion to talk about ESG investing. This will be an opportunity to learn more about the type of companies that make the cut, why ESG investing is important to Albion, and how it can be a way to align your investments with your values. • Looking forward to seeing you on Zoom! Contact us to RSVP. • #esg#esginvesting#womenofalbion #albionfinancialgroup#womeninfinance #femalefinancialliteracy #environmentalinvesting
