Join us on Tuesday, October 21st at 12:30 PM Eastern for our complimentary Quarterly Market Update Webinar.
Our Portfolio Manager, Charles “Chad” Nesmith, CFA, CFP®, and Senior Wealth Advisor, Yesenia Realejo, CFP®, will review last quarter’s key events and market performance and share their insights on current developments and considerations for the months ahead. They’ll also discuss gold’s all-time high and what it could mean for investors, key tax implications, asset location strategies, direct indexing, portfolio-related scams, and what may lie ahead as we head into year-end.
RSVP Here: http://bit.ly/4nvGrxJ
This webinar has past, you can watch the recording here: http://bit.ly/4oQqR0v
Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. Tobias Financial Advisors does not provide legal advice. Attendees should consult with their attorney before implementing any estate planning strategies discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.