BLOG: FINANCIAL TIDES & CURRENTS
Welcome to our blog page Financial Tides & Currents.
Branch Manager and Senior Financial Advisor, David Nellist, CFP addresses the ebbs and flows of markets, topical financial news, and features guest professionals including accountants, lawyers, and fellow financial advisors.
Here, clients can find answers to frequently asked questions and hear David’s commentary on matters of financial and estate planning. Stay tuned for updates.
Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities, or provide legal, accounting or account advice. The views and opinions are those of the author and not necessarily those of Raymond James Ltd. or the Advisor(s). Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision.
Our team has an exciting video presentation to share with you. We have produced a 2023 Year in Review. With Clinton behind the camera, David sat down and delivered my version of a fireside chat on the state of the nation. This presentation discusses his closing thoughts regarding 2023 and what we can expect in the year ahead.
