WEBINAR
There will no doubt be bumps – some of them big – in the road ahead for financial markets. Yet as the effects of the Delta variant begin to fade, employees return to work, and consumers continue to spend, it is reasonable to foresee positive future returns. We’ll address the key market, political, and economic factors that drive our near and long-term expectations as well as timely planning considerations for your personal wealth plan.
Presenters:
Run Time:
1:14:07
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.
