Thank you for attending our 4Q 2024 Market Outlook Seminar!

This past Thursday, we hosted Larry Adam, Chief Investment Officer of Raymond James, to give an overview of how politics, and other timely factors, may influence the economy and equity markets. We thank you for attending and enjoying a lively conversation to ensure you stay up to date on all variables affecting your investments and overall financial plans. You may view the presentation slides of the seminar here.

We remain committed to navigating the markets with your best interests in mind, and we’re here to help anyone who values personalized, active management to navigate every phase of their financial journey with confidence. At Phases Financial Group, we understand the importance of achieving your financial goals.

If you have found our approach valuable and believe your friends or family members could benefit from our services, we kindly ask you to share our contact information with them, or make a referral.

Thank you again for attending the seminar, and if you have any questions, please don’t hesitate to reach out to our team.

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  • Juan Rojas, Managing Partner, PFG | Financial Advisor, RJFS
  • O 650.313.2738
  • Michael Lipkins, Managing Partner, PFG | Financial Advisor, RJFS 
  • O 650.313.2739

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The financial advisors at Phases Financial Group operate as independent financial advisors for Addison Avenue Investment Services. Financial advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC, and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Phases Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Additionally, First Technology Federal Credit Union, Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services and Phases Financial Group. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

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