Personal Financial Planning Strategies Amidst A Changing Economy
In spite of the US economy having recently achieved the longest economic expansion on record, recent news reports indicate that growth is slowing and that a recession might occur, perhaps as soon as next year. Against these shifting currents, political turbulence and uncertainties about trade policy, you might understandably feel confused about the state of your personal finances and investments, and whether you should consider making changes.
This non-commercial workshop will help you take stock of your personal finances and provide objective information about the current state of the economy and markets. The session examines the recent history of financial markets to reveal patterns and trends that support important and time tested principles of successful investing. Learning about these concepts may help you think about your current goals both today and for the future, as well as help you evaluate your current situation.
- Economy and Financial Markets Update
- Discuss Investment Opportunities, Risk, and Diversification
- Using Goal Based Approaches to Plan for Multiple Needs
- Tax Planning Considerations in the Investment Process
- Principles for Successful Long-Term Investing
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