Tune in to hear a recap of our heavily attended Spring 2025 Seminar.
Jim speaks about tax form updates, our DOGE, Artificial Intelligence, and shares some management fee comparisons.
Nathan, our newest Certified Financial Planner(R), discusses a review of 2024, current economic conditions, and outlook. He also shared about smart behaviors for investing and some lessons learned from a baby.
Daniel shared some updates on our economy with all the changes happening in Washington DC including a discussion of government debt, inflation, upcoming spending cuts, and some adjustments we are making to portfolios based on this information. He also shared a preview of next time where we will discuss AI and Bitcoin more.
Jaimee, our Certified Financial Planner (R), concluded with what you can control…and that’s your financial plan. She shared how we plan to see if you will have enough money to last, some important updates to social security, some tax planning we can utilize, and how you can make your money last.
Feel free to share the replay with a friend. If you have any questions on your specific circumstances please call or email us.
