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Kandungan disediakan oleh The Perry Richey Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Perry Richey Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The November Advisor Roundtable

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Manage episode 382690994 series 3196957
Kandungan disediakan oleh The Perry Richey Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Perry Richey Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this month's Advisor Roundtable, Drew, Shawn, Josh, and Andrew provide an update on the 401(k) contribution limits just announced for 2024, recap the Federal Reserve's meeting last week, and provide an update on the market.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

  continue reading

130 episod

Artwork
iconKongsi
 
Manage episode 382690994 series 3196957
Kandungan disediakan oleh The Perry Richey Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Perry Richey Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this month's Advisor Roundtable, Drew, Shawn, Josh, and Andrew provide an update on the 401(k) contribution limits just announced for 2024, recap the Federal Reserve's meeting last week, and provide an update on the market.

Click here to receive the quarterly The Advocate Advantage™ e-newsletter.

Follow us: LinkedIn | Facebook | Website | FYFA Book

For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com.

Click here to purchase Finding Your Financial Advisor on Amazon.

  continue reading

130 episod

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