August 2022
Our Chief Investment Officer, Meghan Pinchuk, and guest speaker, Brian Standing, our Wealth Planner, hosted our quarterly update webinar this week, addressing the inflationary pressures and potential recessionary risks the economy is facing, and highlighted how we proactively position client portfolios to protect against these risks. Meghan and Brian also shared how times of heightened volatility can actually result in estate planning opportunities that individuals and families should consider when evaluating their gifting and tax mitigation strategies. If you were unable to attend, click here or view the video below.
In lieu of our quarterly client letter, we've broken out the webinar into shorter sections by topic so you can access our commentary that's most interesting to you. Simply click on the chapter markers in the Vimeo video to access the sections of the recording you are interested in viewing.
Check out related posts:
"How Will A Recession Affect Me and What Can I Do To Minimize Its Effects" by Jon Wingent
