The LEARNING library

Who Knew?

Amidst all the blather about an election (you remember, right?), where are the opportunities?

Today, we’ll discuss the realities markets have historically experienced during an election year,  how investors have responded, and the mistakes investors made. Long-time money manager, The Capital Group, will provide us stats going all the way back to 1933. We’ll also discuss recent moves in the gold market … so hold on to your hats on this one! Also, Nathan will discuss some very interesting findings from LPL Group that, we found, should be particularly helpful. And Heidi will discuss the rules of engagement for Roth IRAs and 529 plan conversions SECURE 2.0 Act. Deann will bring the stats to add to the conversation. So much to talk about! We truly appreciate you, our listeners, and we’re glad to be back live this Thursday! 

Tune in and take control!