There have been a number of disruptions to the global economy. These present both challenges and planning and investment opportunities in the near term. Are you ready for the challenges, and more importantly, able to take advantage of the opportunities?
Baker Tilly’s private wealth leaders Duncan Campbell and Ed Drake along with Kurt Brown from TownSquare Capital hosted an interactive discussion on the economy, and the challenges and opportunities it may present.
For more information or to learn how Baker Tilly specialists can help, reach out to your Baker Tilly professional or contact our team.
Join Baker Tilly’s private wealth leaders Duncan Campbell and Ed Drake for casual conversations featuring private wealth professionals. Don’t miss the next event!
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Investment advisory services are offered through Baker Tilly Financial, LLC (“BTF”), a registered investment adviser. BTF does not provide tax or legal advice. BTF is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought.
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Town Square Capital, LLC (“Town Square”) is a registered investment adviser. Town Square and BTF are not affiliated, they are separate and distinct entities.