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Market outlook for retirement plan sponsors and participants

How'd we get here? Where are we going?

2022 has been an eventful year. Amid the current market volatility, it is imperative to understand the driving factors behind the current state of the economy as well as potential retirement planning opportunities for the future. 

Baker Tilly Wealth Management professionals from our wealth management and retirement plan services teams recently hosted a webinar discussing where we are and where we are going. Watch our on-demand webinar as they provide insight on how the economy will impact you as a plan sponsor or participant and provide investment strategies for the short- and long-term. 

For more information on retirement planning, contact David DuBrava or Matt Payne.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM 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.

Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC

Jeremy Robert
Managing Director
Matt Payne
Senior Advisor, Wealth
David DuBrava
Senior Advisor, Wealth
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