Enclosed is our latest edition of Risks and Opportunities, our quarterly market report. This edition is chock full of the issues that seem to be on everyone’s minds these days – inflation, interest rates, the economy, the jobs market, and the possibility of a recession. Translating these big issues into actionable steps in a personalized portfolio and financial plan is our area of expertise.
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Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.
FSC and its representatives do not provide tax or legal advice.