What a year it’s been!
Much like 2020, 2024 was a year that felt like a decade. Unlike 2020, we’re ending the year on a positive note, with the economy showing signs of growth and the stock market near all-time highs.
As interest rate cuts continue, the election’s over, and we’re less than 60 days away from the new year, it feels like the perfect time to start looking ahead. On Thursday, November 14 at noon (Central), Ryan O’Connell will host the BTWM Q4 Virtual Lunch Webinar. So, save the date, pack a lunch, grab a notebook, and come prepared with a question or two.
Topics Ryan plans to cover on the call include:
- The current state of the market
- Rebalancing after the “Magnificent 7”
- The election’s impact on your investment portfolio
- Corporate tax implications
- EOY giving
- Open Q&A
Post-Election Talk with Special Guests
Few topics were as polarizing as the presidential election in 2024. Now that it’s over, it’s time to look at how the results will impact our retirement plans. Two special guests will join us on next Thursday’s call, including Alliance Bernstein Senior Equity Strategist Walt Czaicki and Regional Manager Michael Cheskis. Walt and Mike will discuss the election, what the results mean for your retirement plan in the short and long-term, and answer your questions.
Moving Forward
“New leadership results in change, but what’s unlikely to change is the fact that good companies adjust and can overcome challenges.” Regardless of policy changes, taxes, and tariffs, Ryan sincerely believes that the majority of great companies will remain great companies.
Trust your existing plan and continue to seek out companies with solid financials and the right leadership in place. If you’re questioning your existing plan, meet with your Financial Advisor to make sure you’re on the right track.
How to Join the BTWM Q4 Virtual Lunch Webinar
You’re always welcome to join us. There is no RSVP required. To join Ryan and our special guests a week after the election on 11/14 at noon Central, click the following link: https://www.gotomeet.me/RyanOConnell-BTWM, or call (669) 224-3413 and use access code 902-937-309.