Second Quarter Market Update

Thursday, July 20, 2023

12:00 PM ET

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Webinar Overview

Now that we’re midway through the year, what can we learn from what’s happened so far to plan for the rest of 2023? On Thursday, July 20th we’re checking in on the economy and markets while sharing our updated outlook and how investors can navigate what’s to come with holistic financial planning.

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You can still register and we'll send you the recording once it's available.



Dana Vosburgh, CFP®

Managing Director of Advisory Services


Chris Petrosino, CFA®

Managing Director of the Investment Policy Group


Susan Pilon, CFP®

Senior Financial Consultant

Who we are

Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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We can help

Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.