Current Market Dynamics with Evan Wohl and Rob Pruett
Predicting the future is something that many people expect investment and wealth advisors to do, especially when it comes to fluctuations within the market.
Join Evan Wohl and Rob Pruett from OPUS Private Client, LLC, for a candid discussion surrounding the current market dynamics and how advisors can help clients create flexible plans based on timeless investment principles.
Evan and Rob discuss:
- Current market conditions and challenges facing clients
- The importance of sticking to a long-term investment plan
- Ongoing increases and changes to tax rates, interest rates, and inflation
- Why you should work with a professional for financial planning
- And more
Connect with Evan Wohl:
Connect with Rob Pruett:
About Our Guest:
Robert P. Pruett has been a wealth advisor with Opus Private Client, LLC for 14 years performing planning for high-net-worth individuals, families, and business owners. Rob uses leading-edge advanced personal planning techniques to protect and maximize each client’s wealth, retirement, and estate plans. Rob also consults with 50-to-800-person firms to deliver high-value corporate benefit programs, with a special focus on delivering healthcare savings of 10-15% or more through Opus’ proprietary reimbursement program offering.
His specialties include asset management, institutional investing, tax planning, life insurance, disability, annuities, and long-term care insurance, corporate benefits programs, executive benefit programs, retirement, and estate planning, and legacy and charitable planning.
Podcast: Play in new window | Download | Embed