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Current Market Opportunities and Strategies to Make the Most of Them

Jun 5, 2020
Current Market Opportunities and Strategies depicts man researching financial options on computer.
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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.

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.

Music: PWISBYRuff

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