Recorded March 25, 2025 (Part of Our Client Education Series)
There was a lot of rhetoric online, in the news, and in day-to-day conversations that was undeniably hard to ignore. Despite best efforts, it was also difficult to avoid fear and confusion, especially when you saw prices going up and the Dow going down. As the headlines continued to spark anxiety, it was important to take a deep breath and regain some perspective. Tim Kimmelwas joined by the other two principals of our firm, Paul Ried and Adam Jordan, to do a deep dive into key factors that were driving the current economy and how they were affecting the most important individual, YOU! This special, accelerated webinar was as timely as ever and featured a discussion of the top five questions we had been receiving in meetings and phone calls.
Webinar Materials
This material is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought. The views expressed are for information purposes only and should not be considered specific advice or recommendations for any individual. All investing involves risk, including the potential for loss. Past performance is not indicative of future results. A diversified portfolio does not assure a profit or prevent loss in a declining market. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of the fees and expenses associated with investing.
