Webinar: Quarterly Market, Economic and Planning Update

July 27, 2023

Quarterly Market, Economic, and Planning Update: Stay informed on the latest trends and insights

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 will also explore the potential economic trajectory by examining the Federal Reserve’s likely actions, economic valuations, and the possibility of a recession. This is a valuable opportunity to gain insights and prepare for future financial scenarios. We look forward to your participation.

Listen to Audio-Only Replay

Host:Steve Lee, Partner, Wealth Advisor


Manish Upadhyay CAIA®, CIMA®, Chief Investment Officer

Chuck Zuzak, CFP®, CFA®, Director of Financial Planning