Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
The coming year could see tech stocks cooling off and very modest rate cuts by the Federal Reserve, Wharton’s Jeremy Siegel predicts.
Advisor TalkingPoints: Prepare for client interactions with our monthly review, which includes a review of Trump’s economic proposals, rising bond yields and the timing of the Fed’s next move.
Professor Joao Gomes explains why the U.S. government needs to address the national debt sooner rather than later.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025