Investment & Economic Strategy Update Videos

In Our Opinion: • The economy is slowing, but is not in a recession. • We anticipate a decrease in interest rates of 1% to 1.5% over the next 12 months. • The U.S. economy continues to lead globally in strength and stability. • Both political parties demonstrate challenges in managing government spending. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Wall Street often encourages frequent trading to keep your money in motion. • Did Warren Buffet really pull out of the market? • Many things online are misleading or even outright propaganda. • The economy is projected to grow by around 2%. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • What is the typical duration of volatility? • Previous pullbacks have been fully recovered. • Inflation figures came in lower than expected. • There’s a possibility of a forthcoming bull market. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • 2024 off to good start • GDP growth for 2024 appears to be positive • FED may decrease interest rates in September • We expect a strong economy and a bull market over the next five years. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • A stain on American history. • No recession currently on the horizon, indicating stability. • Expect a pullback of about 10%, Volatility is normal. • Clean energy initiatives are likely to be put on the back burner. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Impact of the upcoming election on wealth disparity. • Federal efforts to address poverty and close the wealth gap. • Proposals like student loan forgiveness and ending tip income tax. • Effects of COVID policies on asset owners and wage increases. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • Timely adjustments to portfolios are crucial. • Energy has led the sectors in 2024, but reductions may be on the horizon. • Healthcare and technology sectors under close watch. • Expect some portfolio pullbacks. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: • GDP maintains its upward trajectory. • Inflation remains stubborn. • AI spearheads technology stocks. • The bond market encounters significant challenges. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.

In Our Opinion: · Latest data indicates a modest uptick in inflation numbers. · Long-term strategies over short-term tactics for optimal results. · Current trends indicate positive momentum. · Our outlook does not foresee any imminent recession. If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation. General informational content only. Not tax, legal, or investment advice. Consult a financial professional before making investment decisions. Conduct due diligence.All investments involve risk, including potential loss of principal.