Senior Vice President, Financial Advisor Select Wealth Manageme, Portfolio Manager - Portfolio Focus
I am a seasoned financial professional who is focused on providing comprehensive wealth management planning for individuals, endowments, and the corporate community. I utilize my experience by helping clients with retirement income planning, creating income streams and protecting and growing their investments. Please contact me email@example.com
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.
As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.
October 26, 2022
Year End Check List
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.