Event Details

Quarterly Market Update Call

Date: July 12, 2023
Time: 12:00pm-1:00pm

Welcome to July! Can you believe we are more than halfway through 2023 already? Well, if you can’t believe that, you’re in for a surprise with our mid-year market update call!  

Jon Clements, our portfolio manager, will be going over everything you need to know about the current state of the markets. Join us as we weave through rate hikes, inflation still being a thing, and what do the rising numbers mean. 

When? Wednesday, July 12th at 12 – 1PM Pacific. Per usual, please share this with your folks who may not be following the market as closely as we do. We don’t believe in crystal balls, but we do believe in trends and market history so let’s use ‘em to our advantage. If you have any questions, please feel free to send them to us beforehand so we can tackle them during the call. Click the link or dial in to join us! 

 https://us02web.zoom.us/j/4152153282 or call (669) 900-9128 with Meeting ID: 415 215 3282 

We love arming you with information. It’s our job to do so!  

 
See you on the 12th, 
 
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.