Enclosed is our latest edition of Risks and Opportunities, our quarterly market report. Our theme is “The Last Mile”. This edition carries over many themes from the first quarter, we dive into what the financial markets are telling us as inflation subsides and the Fed starts to slow its interest rate campaign.
Get the full story by reading Risks and Opportunities here!
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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.
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