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 info@adviserinvestments.com or call (800) 492-6868. For additional material referenced by our team, please follow the below links: Market Outlook, Second Quarter 2023 Podcast: Introducing Tim Clift Key Financial & Tax Planning Data for 2023 Disclosure: This webinar is for informational purposes only. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved. Past performance is not an indication of future returns. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs. Webinar Chapters chevron_rightIntroduction and Agenda With Steve Reder and Tim CliftIntroductionchevron_rightFirm UpdateFirm Updatechevron_rightWhat Do You Mean by Financial Planning?What Do You Mean by Financial Planning?chevron_rightInvestment Outlook and First-Quarter RecapInvestment Management: A Critical Piece of the PuzzleInflation and Interest-RatesStock-Market ConcentrationDebt-Ceiling Riskchevron_rightQ&AWhat's the best way to use retirement savings for income?Does the 60/40 portfolio still work?How much time should be spent on legacy planning?How do you approach financial planning in your 80s?Can you draw down an IRA without creating big tax bills?chevron_rightConclusionConclusion Featured Speakers Tim CliftChief Investment Officer Steve RederManaging Director, Wealth Management Truly Personalized Wealth Management Tailored advice, every time. Contact Us