Event Details

Quarterly Market Conference Call

Date: April 5, 2023
Time: 12:00pm-1:00pm

It’s almost April already. How did that happen?  It’s been an eventful first quarter of 2023 and time for a quarterly market update with Brio!

 Join Brandon Miller and Portfolio Manager Jon Clements as they review the past three months and touch on where the markets are as we prepare to move into quarter two.  Specific topics will include the Fed policy and interest rates, equity and commodity markets, and the banking system.  Have specific questions? Send ‘em in and please do share the invite with others who want some info on market performance.

Tune in for our Quarterly Conference Call – April 5th at 12 – 1 PM on zoom here https://us02web.zoom.us/j/4152153282 or you can call (669) 900-9128 with Meeting ID: 415 215 3282.

Don't forget to RSVP!
 
See you soon, 

 

The Brio Team 

 

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.