2022 Market Reflections and Looking Ahead to 2023 #wealthmanagement #wealth #investing #economy #finance #wealth #2023goals #financialadvisor #financialadvice #financialplanning #financialliteracy
Inflation and resilience were the moods of the year for 2022. With smart, strategic, transparent management of your wealth and investments, you can weather the storm and retire comfortably. We are looking forward to what this coming year will bring.
Today Host Colin Day, CFP®, MBA of Correct Capital Wealth Management is joined by the founder of the firm, Brian I. Pultman, CFP®. Together, Colin and Brian rewind through 2022's market highlights — and undeniable ups and downs — and what we hope to see financially in the year 2023.
Contact Correct Capital Wealth Management today by visiting our website or emailing [email protected] to learn more about our retirement plan support. Follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.
Filmed with Brian I. Pultman, CFP® and Colin Day, CFP®, MBA.
About Correct Capital Wealth Management: Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management firm, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including: Financial Advisor Portfolio Management Retirement Planning 401(k) Services Tax Planning Fiduciary Advising Financial Planning 401(k) Rollovers
Or reach out to our financial planners directly by contacting us at (314) 930-4015 or at www.correctcap.com
*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.
