What Matters Most - Monthly Economic Update for November 2023 with Megan Kinsinger
11/16/23 • 15 min
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
Previous Episode
What Matters Most - Navigating Beneficiary Updates with John Hetrick
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.
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