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.
Marketing Associate at Cultivating Wealth
Caroline recognizes the importance of reputable and reliable branding as a representation of a strong foundation of teamwork and dedication to our clients.
Latest posts by Caroline Gaddi (see all)
- What Should You Do with Your Company Stock in 2022? - March 12, 2022
- Welcome to the team, Rebecca! - February 4, 2022
- Suzanne Featured on Advisor Perspectives! - August 5, 2021
