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  • Quarterly Market, Economic and Planning Update – Q3 2023

Quarterly Market, Economic and Planning Update – Q3 2023

WEBINAR

Run Time:

52:08

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About this Webinar

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 

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