Wealth management is the consultative process of meeting the needs and wants of affluent clients by providing the appropriate financial products and services.
In addition to the thorough training of the CFP designation, Jack Biedebach is also a chartered retirement plan specialist, which is the highest level of training.
Financial planning is a prioritized budget based on identifying financial goals and deciding how you will achieve them. Analysis and decision making are integral parts.
Will January’s Market Hit the Trifecta? The Seasonal Indicators | Weekly Market Commentary | January 30, 2023
The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month.
Wall Street ended last week higher on favorable inflation, economic, and corporate earnings data. Investors now must await the Federal Reserve’s meeting this week to see whether the Fed will soften its policy of aggressive interest-rate hikes.
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