In just 60 days, we’ve witnessed notable policy shifts and evolving market signals—some loud, some subtle—that offer key insights for long-term financial planning.
Join Dan Egan, VP of Behavioral Finance & Investing, and Nick Holeman, CFP®, Director of Financial Planning at Betterment, for an insightful discussion on how the early impact of the new administration is shaping investor sentiment and strategic planning for independent RIAs.
- Analyze early policy impacts and their potential influence on future trends.
- Separate noise from meaningful market shifts to guide client conversations.
- Leverage behavioral finance insights to address emotional decision-making.
- Implement client-focused strategies to strengthen financial plans in uncertain times.
- Anticipate what’s ahead as we move further into the year.
Don’t miss this opportunity to gain practical, data-driven strategies for navigating today’s market environment. | 
