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Current Market Opportunities & Strategies

Jun 5, 2020
Current Market Opportunities and Strategies depicts man researching financial options on computer.
Global Wealth Advisors Round Logo.
Global Wealth Advisors Financial Planning and Wealth Management

This episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢 finds host Tom Kennedy and Global Wealth Advisors Wealth Manager Kevin Curley providing strategies for a down market. They discuss investing in your retirement account, 529 plans and making the most of your mortgage. They’ll also dig deep into savings and tax opportunities and strategies that make sense now and offer some thoughts on moving forward. To stay on top of the latest news and 529 strategies, view our 529 Planning Webinar on our YouTube Channel.

Music: PWISBYRuff

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