Episode one of Your Money Momentum brings you a friendly market debate and 2020 outlook with host Tom Kennedy, CFP® and GWA Founder and President Kris Maksimovich, AIF®, CRPC®. In this show they give you their base, best and worst predictions for the coming year, get a little bullish and bearish, and dish on the coming presidential election. For a more in depth outlook at 2020, please visit gwadvisors.net/2020-outlook/
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization. He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.