Join us for a roundtable discussion with guest speakers Brian Haywood and Mike Ozburn from Buckingham Strategic Partners, as well as our team of advisers from Elevate Wealth Advisory, for a review of 2023, the markets, and their impact on your portfolio.

Although our current economic situation does have some similarities to what we experienced in the early 1980s, with high inflation and efforts by the Federal Reserve to combat it through interest rate hikes, there are also significant differences. While the economic landscape may be challenging, it’s important not to make knee-jerk reactions to market fluctuations and instead stick to a well-diversified investment plan based on your long-term financial goals.

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Submit questions ahead of time:
marketing@elevate-wealth.com