According to Statista, only about 35% of eligible Americans were working with a financial advisor in 2022. Millionaires, on the other hand, doubled that number to 70%. In such critical times as these, getting sound financial advice is key to securing a brighter future for you and your loved ones.

The geopolitical landscape is changing more rapidly now than it has in decades. American investors understand life and planning are both more complicated now than ever before and that they need advice from someone who understands these realities and can help them plan for them.

In this briefing we will discuss the following:

Inflation

Wokeism

Patriotic Investors

Relationship Building

Politics in Practice

Parallel Economy

Artificial Intelligence