2022 was certainly an eventful and disappointing year. The Federal Reserve raised interest rates at a pace never seen before, and the Russian invasion of Ukraine further unsettled the markets. What will 2023 bring?
To address this and many other questions, Millennium Private Wealth hosted its Annual Roundtable event on Tuesday, March 7th. This event featured a panel of speakers from Allspring Global Investments, Fidelity, Columbia Threadneedle, & Millennium Private Wealth. Topics of greatest concern and interest were: market levels, tax plan, interest rates, economic growth, employment, recession, and politics.
Candice Holmes – Regional Director, ALLSPRING GLOBAL INVESTMENTS
Joe Byron – Regional Director, FIDELITY INSTITUTIONAL ADVISORS
Kenneth Davis – Senior Regional Advisor Consultant/Asset Management, COLUMBIA THREADNEEDLE
Bill Rouse – Partner, MILLENNIUM PRIVATE WEALTH
Steve Meyer – Partner, MILLENNIUM PRIVATE WEALTH
Jeff Burton – Partner, Steve Meyer – Partner, Bil Rouse – Partner, Jessica Harper – Partner, Frank Dirks – Wealth Advisor, Curt Hall – Senior Wealth Advisor, Jonathan Hungerford – Senior Vice President, John Ross – Senior Vice President.