FDIC-Insured - Backed by the full faith and credit of the U.S. Government
2021 Investment Outlook
In this year’s Outlook, the Investment Management team discusses their views of the current economic climate and what they expect in terms of economic growth in 2021. The team also shares how they work to position portfolios for success.
Primary Content Includes:
- Review of Behavioral Finance and the Importance of Diversification
- Economic, Fixed Income and Equity Outlook
- Strategy Changes We Are Implementing in Portfolios
Establishing Your Portfolio
When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.
ASSET ALLOCATION
We employ the following strategies for target weightings:
- Strategic: longer-term allocations based on client return goals and risk tolerance
- Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks
WEALTH MANAGEMENT
Your Wealth Management team will make well-researched decisions based on your goals.
Contact one of our advisors about investment management services.
Wealth Insights
Meet Our Wealth Team
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
"FNBO Wealth" is a brand name that refers to First National Bank of Omaha ("FNBO") and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
"First Investments & Planning" refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. ("RJFS"), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. ("RJFSA"), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. ("RJIG"), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC ("FNA"), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.