Third Quarter Market Update
Thursday, October 26, 2023
12:00 PM ET
As we finish out the last quarter of the year, it’s a great time to reflect on what’s happened and what it means for where we’re headed. On Thursday, October 26th we’ll update you on the economy and markets, share our outlook, and provide financial planning tips to help you navigate the rest of this year and beyond.
Unable to attend?
You can still register and we'll send you the recording once it's available.
Dana Vosburgh, CFP®
Managing Director, Advisory Services
Kelly Covley, CFA®
Analyst, Quantitative Strategies
Ethan McKenney, MBA, 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.
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.
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.