Mid-Year Update 2024: Market Insights

Join Sonia Jenkins as she provides a mid-year financial update, reflecting on the market trends of 2024 and their implications for investors, especially those in retirement. Discover why a conservative approach may be prudent in the current economic climate and learn how strategic allocation can offer stability and flexibility for future distributions. Tune in for an insightful analysis of the divergence in market performance and the rise of AI-oriented companies.

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Owens Estate & Wealth Strategies Group is a financial services office located in Grass Valley and Auburn California.