We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
This week I presented a DWM webinar on our 2024 outlook. In this discussion we covered the risk of recession, portfolio strategy in an election year, and our allocation strategy for 2024.
We recorded the presentation for you. I hope you find it useful and informative.
https://destinationwm.wistia.com/medias/pz2bramceg
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