Tune in to hear a recap of our heavily attended Fall 2024 Seminar.
Jim speaks about our building progress, our open house, the importance of a fiduciary, and sheds some perspective on how things have progressed over the years.
Nathan discusses a review of 2024 thus far and shares some details on what we’ve done in light of the economy this year. He also shared that there’s one thing that we can be certain about, is that we don’t and can’t know everything.
Daniel shared some interesting predictions on the election. One indicator shared that Harris would win and another showed that Trump was predicted to win. While we now know that Trump won the presidency, in the long-run it still does not matter which political party holds office in terms of your investments.
Jaimee concluded with what you can control…and that’s your financial plan. She discussed what the financial planning process looks like, the value of having an advisor to sort this all out for you, some cybersecurity tips, and a reminder to switch off the news.
