WEBINAR
As we enter the second half of 2021, the months ahead will provide greater clarity around expectations for a post-pandemic world. Join us for a conversation with David Lebovitz, Executive Director and Global Market Strategist for J.P. Morgan Asset Management, addressing the latest trends in economic growth, jobs, profits, and inflation – and what it all means for financial markets.
Guest Speaker:
Host:
Run Time:
58:29
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.
