Elections. Inflation. Interest rates. Just five months in, 2024 has already proven to be an unusually difficult year, including for investors. How can wealth managers guide their clients through it all? Racquel Oden, shares her insights on how to weather this challenging moment, what she sees ahead, and why, in spite of everything, she's optimistic about the U.S. economy.

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Doug Vissicchio, Head of Municipal Trading at UBS, discusses the importance of a retail network, liquidity risks and opportunities, and broader market expectations for 2024 amid macroeconomic challenges.

Financial stability, well-being and prosperity are goals every advisor wants for their client. Achieving those is different for everyone. Reese Harper, CEO of Elements, will discuss the universal standards that should be part of the financial health for all clients.