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.
As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.
Stocks closed generally higher last week on continued hopes that the Federal Reserve is done raising interest rates despite more hawkish comments from Fed Chair Jerome Powell.
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