WEBINAR
Among the keys to long-term investment success is having a disciplined process to select and maintain your portfolio’s risk profile, regardless of short-term market conditions. Join us in this one-hour live webinar to learn why it’s important to remain disciplined in your retirement portfolio during bumpy markets.
Presenters:
Run Time:
48:36
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.
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.
Dive deep into the impact of inflation, and a broad discussion on what inflation is and what has caused it recently, why it’s important for pre- and post-retirees, what you can do to combat the impact of inflation, and whether inflation will hurt your stock returns.
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.
