JFS Wealth Advisors
TALK TO AN ADVISOR
JFS Wealth Advisors
TALK TO AN ADVISOR
  • Webinars
  • Mid-Year Market, Economic, and Election Update 2024

Mid-Year Market, Economic, and Election Update 2024

WEBINAR

In our recent virtual event hosted by Partner and Wealth Advisor Steve Lee,  featuring JFS’ Chief Investment Officer, Manish Upadhyay, CAIA®, CIMA®, and Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management, we discussed:

  • Market and Economic Overview: A review of the current state of the markets and the global economy.
  • Election Impact: Understanding how elections influence market movements and investor sentiment.
  • Artificial Intelligence in Investing: Exploring the revolutionary impact of AI on investment strategies and financial decision-making.

This insight-packed session featured a live Q&A at the very end to answer some of your pressing questions.

Run Time:

57:18

Subscribe to Future Webinars

Related Webinars
Financial Markets

Quarterly Market, Economic and Planning Update – Q3 2023

Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review: The market year to date, current state of equities and bonds, Federal Reserve’s policies and their influence on the financial markets, and looking ahead to 2024.

Watch More
November 30, 2023
Webinar: Quarterly Market, Economic, Planning Update by JFS Wealth Advisors
Financial Markets

Quarterly Market, Economic and Planning Update

Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review equity and bond performance, noteworthy events such as the debt ceiling issue and regional bank failures, effects of the SECURE Act 2.0 on your financial plan, & estate planning for couples and partners.

Watch More
July 27, 2023
Browse all webinars

We’re here for you… and here, and here.

With offices across Pennsylvania, Ohio, Georgia, and Florida and clients in over 40 states, JFS Wealth Advisors can work with you one-on-one, virtually or in person, no matter where you live.

See Office Locations
Find an experienced wealth management team near you:

SCHEDULE A MEETING

15 Minute Discovery Call

CALL US TOLL FREE

877-745-1700

EMAIL US

info@jfswa.com

Services for Individuals


Services for Institutions

About JFS

Resources

Copyright © 2024 JFS Wealth Advisors. All Rights Reserved.

Subscribe to Be Invited to Our Upcoming Webinars

Subscribe to Receive Our Regular Updates