11th June, 2024.
In this one-hour panel, we navigate the complexities of today's economic landscape, covering:
-Recent market performance amidst unique economic conditions
-The impact of inflation on portfolios and financial planning
-Concerns around the growing US debt
-Insights on international markets
-Housing affordability challenges
-The importance of tax optimization in financial planning
Join us for an insightful financial roundtable discussion, and stay tuned at the end for a lightning round of expert forecasts for the rest of the year.
SPEAKERS:
Paul Jablansky: Chief Investment Officer for AWM&T
Seth Rosenthal: CFA, Chief Investment Officer of Academy Asset Management
Kristin Ketner Pak: Senior Portfolio Manager for AWM&T
Brittany Benassi: CFP®, Vice President, Financial Planning for AWM&T
Parker King: CFA, Quantitative Research and Risk Management Strategist for AWM&T
AAFMAA Wealth Management & Trust is a fiduciary Investment Management & Trust company exclusively serving the American Armed Forces Community. If you are planning your legacy, changing careers after the military, or approaching retirement, we are here to march by your side.
Get the conversation started today: aafmaatrust.co...
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. We encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal.
No information provided herein is intended as personal investment advice or financial recommendation and should not be interpreted as such. The information provided reflects the general views of AAFMAA Wealth Management and Trust LLC but may not reflect client recommendations, investment strategies, or performance. Current and future financial environments may not reflect those illustrated here. Views of AAFMAA Wealth Management & Trust LLC may change based on new information or considerations.
Негізгі бет Navigating the Financial Frontier: 2024 Market Performance, Inflation, and Future Forecasts
No video
Пікірлер