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:
- Market & Economic Update:
- Year to Date Market Review
- Current state of equities and bonds
- Federal Reserve’s policies and their influence on the financial markets
- Looking Ahead to 2024
- Planning Update:
- SECURE 2.0 Act Changes for 2024
- Strategies for year-end tax planning
- Charitable Giving Opportunities
- Estate Plan Review
