Current Market Dynamics
October 23, 2023
Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market.
Join Evan Wohl and Rob Pruett from OPUS Private Client, LLC, for a candid discussion surrounding the current market dynamics and how advisors can help clients create flexible plans based on timeless investment principles.
Evan & Rob discuss:
- Current market conditions and challenges facing clients
- The importance of sticking to a long-term investment plan
- Ongoing increases and changes to tax rates, interest rates, and inflation
- Why you should work with a professional for financial planning
- And more