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 info@adviserinvestments.com or call (800) 492-6868.

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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.