There have been many economic and market dynamics at play during the start of 2023. We've broken down some of the unexpected events, their impact on the financial markets, and what we're facing in the months ahead.
Hosted by:
Jason Lilly, CFA, CFP® | Senior Vice President, Chief Wealth Management Services Officer
Presenters:
Rachael Aiken, CFP® | Vice President, Senior Investment Officer
Jonathan J. Kelly, CFP® | CPA Vice President, Senior Investment Officer
Click below to watch the webinar, recorded on May 4, 2023
For additional information, please contact wms@capecodfive.com or 877-409-5600.
| NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE |
