Please join Tax and Financial Group for a Market Briefing by our Director of Investment Advisory Services, Andrew Fisher, CFA®. Andrew will offer an update on the economy and financial markets including:
• Overview of the second quarter
• Current monetary and fiscal policy environment
• Market valuations and expectations for the remainder of the year
• The importance of maintaining a long-term perspective when investing
Based on these timely and relevant topics, we strongly encourage you to invite a friend, family member, or colleague whom you feel would also benefit from this information.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.
4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100
Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3154992, DOFU 07/20