Our featured guests on this INSIGHTS with Ixonia Bank episode are Jeff Taylor, CFP® and Briana Smith, CLU® of Ixonia Wealth Management. Both are experienced advisors who offer investment solutions through their partnership with LPL Financial, which based on total revenue, is the nation’s largest independent broker dealer. (As reported by Financial Planning magazine, June 1996-2020)
Lauren Ruff, Ixonia Bank Assistant Vice President & Marketing Director, sits down with Jeff and Briana to get their take of the economy so far in 2021, the status of the stock and bond markets, inflation and a look ahead to the rest of 2021 into 2022.
Additionally, Jeff reminds our listeners the time to make a plan isn’t when navigating a tricky environment. Right now, in fact, is the ideal time to consult your financial professional on your financial goals, the most effective way to reach them, and how to be prepared for market volatility down the road.
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You can visit Ixonia Wealth Management’s website here: https://www.ixoniawealthmanagement.com/