A historic oil shock. Inflation climbing. A SpaceX IPO. There’s plenty of news to absorb and confusion on what’s impacting your personal finances in the short- and long-term. Our investment and planning team share our mid-year update on what matters and the planning strategies that make the most sense right now.
Watch now to learn:
- Where markets and the economy stand today
- The major stories influencing markets
- Planning & tax strategies for right now through year-end
Speakers:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
