In this webinar, Trust Point professionals cover the latest market updates and some year-end planning considerations on the following:
- Election is over, now what?
- Today’s biggest macroeconomic issues
- Inflation, the Fed, and maintaining balance
- Positioning client portfolios heading into year-end (and beyond)
- Top 5 year-end planning strategies
Watch the webinar on-demand now.
Yan Arsenault, CFA®, CAIA®, Chief Investment Officer
Ryan Bergan, MBA, Portfolio Manager
Steve Brudos, Investment Analyst