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Chart Talk: Financial security has improved…how does that affect optimism?
Chart Talk: This chart from Visual Capitalist shows the differences in wealth composition between middle income, upper income, and ultra wealthy (top 1%) American households to help us see that net worth means something very different depending on your class.
Chart Talk: Everything you need to calm clients who are worried about a correction. What is the frequency, length, depth, and impact of an average correction? How many have we had in this bull market? What percent leads to a bear market? Plus a crystal clear look at results from trying to time the market.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024