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Webinar

Hot Topic Webinar: Annual Economic Update

Wednesday, January 29, 2025 from 12 to 1 PM CT.

Ready to dive into the key economic and market themes as we head into the new year?

Join us online on Wednesday, January 29, for a comprehensive review of 2024’s economic highlights and a forward look at what may be ahead in 2025. This webinar will go beyond our standard quarterly update, providing an in-depth analysis to help inform your financial decisions for the coming year.

Topics we’ll cover include:

  • How market concentration and inflation shaped 2024 performance
  • Trends in equities and fixed income as we enter 2025
  • Key risks to watch, including reinflation and global volatility
  • Strategies to build portfolio resilience amid market uncertainties
  • Potential opportunities in small caps, emerging markets, and alternative investments

 

Presenters: 

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.

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Posted

12.23.24

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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