After one of the most unexpected and challenging years in modern history, we take a deeper look at the unique risks and opportunities facing global markets today. Join us as we unravel the current pandemic climate and discuss financial planning considerations in the year to come.
Presenters:
Run Time:
1:01:24
Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review: The market year to date, current state of equities and bonds, Federal Reserve’s policies and their influence on the financial markets, and looking ahead to 2024.
Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review equity and bond performance, noteworthy events such as the debt ceiling issue and regional bank failures, effects of the SECURE Act 2.0 on your financial plan, & estate planning for couples and partners.
We explore the impact of the mid-term elections, climbing interest rates, and the current state of the markets, including equities and fixed income assets. Additionally, our discussion explores the legislative “what-ifs” that may affect your year-end financial planning.
With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.
