Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.
During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed why 2023 turned out to be a solid year for markets and whether the Federal Reserve may begin cutting rates next year. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA shared the biggest legislative changes that will go into effect in 2024 and how advisors can help their clients plan for these changes. They also answered questions about the potential impact of the upcoming presidential election on financial plans, maximizing the bond side of portfolios now that interest rates are higher, and ways to prepare for future estate tax law changes.
Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).
Recorded December 13th, 2023.
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