January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential effects of “exogenous shocks” on investment portfolios, businesses, and our own financial situations.
Please join us for a special webinar to discuss what has happened year to date and how we can prepare to weather ongoing challenges. We hope to provide some clarity about recent events and peace of mind regarding the difference between a market movement and your individual financial plan.
Latest posts by Caroline Gaddi (see all)
- Suzanne Featured on Advisor Perspectives! - August 5, 2021
- Nannette Kamien Discusses College Planning - July 21, 2021
- Quarterly Market Update Webinar - July 20, 2021
