Past events

Chart Chats

  • Jason Klein (Managing Partner & Financial Advisor), AJ Srmek (Financial Advisor), & Jackie Antone (Financial Advisor)
  • OsborneKlein

Chart Chats are interactive, virtual discussions with a financial professional at OsborneKlein. We review stock market indexes with relevant indicators overlaid. These are the trend lines based on a given index's trading range, and that index's moving averages. We discuss these trends and show where the market currently sits relative to them. We dive into any historical similarities to the current chart, or show how the market's reactions to its trendlines have changed over time. Then get a summary of the thoughts from our OsborneKlein advisors.


A private wealth advisory practice of Ameriprise Financial Services, LLC

The views expressed here reflect the views of Jason Klein as of February 23, 2021.These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results and no forecast should be considered a guarantee either.

Please review the Ameriprise Managed Accounts Client Disclosure Brochure or if you have elected to pay a consolidated advisory fee, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial Services, its affiliates, and its financial advisors do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Asset Allocation and diversification does not ensure or guarantee better performance and does not eliminate the risk of investment losses.

The Standard & Poor’s 500 Index (S&P 500® Index), an unmanaged index of common stocks, is frequently used as a general measure of market performance. The index reflects reinvestment of all distributions and changes in market prices but excludes brokerage commissions or other fees. It is not possible to invest directly in an index.

The Russell 2000 is an index measuring the performance approximately 2,000small-cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks. The Russell 2000 serves as a benchmark for small-cap stocks in the United States.

The MSCI EAFE index is designed to measure the equity market performance of developed markets outside of the U.S. & Canada. It serves as a benchmark of the performance in major international equity markets as represented by 21major MSCI indexes from Europe, Australia and Southeast Asia.

The NASDAQ Composite Index is a market-capitalization weighted index of all common stocks listed on National Association of Securities Dealers Automated Quotation system (NASDAQ). The NASDAQ Composite dates back to 1971, which is when the NASDAQ exchange was first formalized. Given that this is a market-capitalization weighted index and the fact that the largest market capitalization stock trading on the exchange are technology related issues; the index is commonly referenced as a measure of technology stock performance, and thus may not be a good indicator of the market as a whole.

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Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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