October Quarterly Webinar 10 29 2025 скачать в хорошем качестве

October Quarterly Webinar 10 29 2025

In case you missed our Q3 2025 webinar where Graham Wickham provides a comprehensive update on year-to-date market performance and key economic trends shaping the investment landscape. Gain insights into how markets have evolved through the third quarter and what that could mean for your portfolio moving forward. In the second half of the session, Jennifer Smalley shared timely and practical strategies for end-of-year tax planning. From tax-efficient investing to charitable giving considerations, Jennifer highlights important steps you can take now to help optimize your financial position before the year wraps up. 🔹 Topics Covered: 1. YTD market performance and economic outlook 2. Sector trends and investment themes 3. Tax planning strategies for Q4 4. Key deadlines and opportunities before year-end The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. It is only intended to provide education about the financial industry. As always, please remember that investing involves risk of loss of principal and capital. Wickham Financial Group, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Wickham Financial Group, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Wickham Financial Group, Inc. unless a client service agreement is in place. Likes and dislikes are not considered an endorsement for our firm.