Our Fourth-Quarter Webinar Now Available On-Demand Can the stockA financial instrument giving the holder a proportion of the ownership and earnings of a company. market move higher in the next few months? It’s up so far this year, and there’s reason for optimism because this is historically the best season for stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company.. Join us for a special presentation and you’ll hear our outlook for the remainder of the year and receive timely advice on how to help enhance your wealth. You’ll get: A comprehensive review of stock, bondA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. and foreign markets Guidance on the economy, diversificationA strategy for managing investment risk by investing in a mixture of different investments. Since different asset classes face different risks, even if one type of asset declines in value, others may not., alternative investments and more Seven strategies that can help minimize your taxes and maximize your wealth Don’t miss out on our latest quarterly insights! We’ll help you focus on the stories that matter most and give you advice that gets you closer to your goals. This webinar is for information purposes only. Our statements and opinions are subject to change without notice. All investments carry riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. of loss and there is no guarantee that investment objectives will be achieved. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Always consult a legal or tax professional before taking any action. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. Legal services are available via a separate, written engagement agreement through our relationship with Hall & Diana, LLC. Featured Speakers Tim CliftChief Investment Officer Steve RederManaging Director, Wealth Management