Conference Calls

Conference Call: January 24, 2023 "Expectations for 2023" 

We briefly discuss the factors which resulted in a challenging last year and look forward to what we expect for 2023. We highlight some developing trends we believe will make an impact as the year progresses. We provide new information on recent tax law changes and when and what tax information to look for to complete your 2022 income tax return. 

Conference Call: October 28, 2022 "Trending Market Conditions" 

On this call we discussed the trending market conditions that we have experienced so far for 2022. We also discussed several factors we are watching as we finish the remainder of the year and begin 2023. 

Lifestage Wealth Management is a dba of Avior Wealth Management, LLC, a SEC registered investment advisor.  Investment management and Financial Planning is offered through Avior.  Nothing contained herein should be construed as specific investment advice for your particular situation.  All investments are subject to loss including the loss of principal.  Historical returns are not necessarily an indication of future investment or economic performance.  You should consult with your CPA or accountant regarding any tax related matters.

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Conference Call: July 19, 2022 "Second Quarter Market Update" 

On this call we discussed the current market and economic environment and how to navigate these challenging conditions.

Conference Call: April 21, 2022 "Where Do the Markets and the Economy Go From Here?" 

The US Economy is going through a battle between forces dragging it down and forces boosting growth. On this call we discussed several forces on each side of the battle and provide advice on how to navigate this challenging time.