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On December 17th, 2024, Fitzgerald Financial Group's John Fitzgerald and Larry Birch attended First Trust Portfolios’ Financial Forum at The Union League of Philadelphia. This presentation gave our team insights to better serve our clients as we look ahead to 2025.
The event featured some of the financial industry’s most respected leaders, including First Trust's CEO Jim Bowen, Chief Investment Officer David McGarel, and Chief Economist Brian Wesbury. Each shared their expertise on navigating today’s market challenges and how we can prepare our clients for the potential opportunities to come.
Key Takeaways from the Forum
The first speaker was Jim Bowen, First Trust's Chief Executive Officer, who emphasized the role we have in protecting and growing wealth. Another important highlight that resonated with us is the United States' role as a global leader. Our country thrives on innovation and continuous progress, and does so despite political shifts.
David McGarel, Chief Investment Officer at First Trust, continued the conversation by providing valuable strategies for our clients and how we can stay focused on market fundamentals. With decades of market research and experience, McGarel reminded us about the importance of avoiding emotional decisions and staying the course regardless of market conditions.
To close out the forum, Chief Economist, Brian Wesbury, addressed the current economic landscape, focusing on how the government may address inflation and the broader challenges they face. Despite uncertainties, U.S. markets have shown resilience, and Wesbury’s outlook provided a clear perspective on what investors should watch as we head into 2025.
Preparing for 2025 with Our Clients
As we close out 2024, what First Trust shared at this forum reaffirm our commitment to helping our clients. From managing wealth through uncertain markets to planning for new opportunities, we’re here to guide you every step of the way.
Are you ready for the year? Now is the time to review your financial goals, investment strategies, and risk management plans. John, Larry, and the entire Fitzgerald Financial Group team are ready to speak to you. Reach out to our team today.
Preparing For 2025: First Trust Financial Forum
