Shouldn’t planning for your retirement take more time per year than planning your vacation.
JACK A. BIEDEBACH,CFP®
LPL Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Tel: (714) 912-1859
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.
Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023
Coming into the week, it was all about Federal Reserve (Fed) Chair Jerome Powell’s congressional testimony and the February jobs report. Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. This commentary is focused on our asset allocation views, but no doubt the Silicon Valley Bank saga will require more attention from investors in the days ahead.
Market Week : March 13, 2023
Entering last week, investors were poised to review the latest employment data and its potential impact on the course of the Federal Reserve.
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