Bringing the Portfolio + Financial Plan Together

Market UpdateInvestmentsRetirement
Written By Andy Michael + Matt Parks

With both equity markets and interest rates near all-time or multi-decade highs, please join Andy Michael, Matt Parks, and Dennis Carter as they review opportunities to bring the portfolio + financial plan together.

If you or someone you know have questions about the current investing landscape, please contact us today at 615-370-1253.

Andy Michael + Matt Parks

View Andy’s bio here + Matt’s bio here

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