Year-end investment strategies are critical to your overall after-tax net worth. It is also important to assess your broader financial arrangements. Our investment and research experts will discuss possible investment strategies to consider as well as the impact of the current market uncertainties.
At the conclusion of this webinar, participants will be able to:
- Address the overall economic environment and impact on the financial markets
- Consider timely actions and strategies for their portfolios
- Discuss key items to consider integrating into their overall year-end financial strategy
Presenters: Jim Baird, chief investment strategist, and Mark Dixon, chief investment officer, with Plante Moran Financial Advisors.