The 2023 Dilemma: Financial Planning in the Face of Inflation and Interest-Rate Uncertainty In our second-quarter webinar, Head of Wealth Management Steve Reder is joined by Chief Investment Officer Tim Clift. The pair review our outlook following the first three months of 2023, and outline how inflation, interest-rate policy, diversification (or lack thereof), the debt-ceiling and more could influence investors through the lens of financial planning and portfolio management. They also answer audience questions on tax planning, retirement spending strategy and the traditional 60/40 investment portfolio, among other topics. We hope you find our insights helpful and informative—thank you for watching! Please contact us with any questions at firstname.lastname@example.org or call (800) 492-6868. For informational purposes only, not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Tax, legal and investment information contained herein is general in nature. Always consult a professional regarding your specific situation.