Topics to be discussed: • 2024 year-to-date review • The Fed, Inflation, and Interest Rates (still) • Stocks & Bond Outlook • What should investors be doing? • Election Update
Our transition to Kestra is underway and we are ready to discuss several new products and services that we think you will want to know about. We also want to discuss the current market environment and the influences we see moving forward.
Are you ready to schedule a fit meeting or do you still have questions? Fill out the form below or give us a call to get started!