Capital Clarity

Keith Wagner, Financial Advisor

Capital Clarity is a show about navigating the world of finance. Join Rick and Keith as they break down complicated financial topics such as wealth management, investing, financial planning, and more.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm The rating is not intended to be an endorsement, or indicative of the advisor’s ability to provide investment advice/management. This podcast is for informational purposes only.

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Episode #1

A look at 2024

12.23.2024

On episode 1 of Capital Clarity, Rick and Keith discuss: The U.S. stock market’s performance in 2024, donor advised funds, how the oil industry is starting to use AI to improve business, the performance of cash over the last 100 years compared to the U.S. stock market, and so much more!

The Capital Clarity podcast is presented by branch or FA (FA's) Keith Wagner, AAMS®; Financial Advisor and Rick Wagner, CFP®; Senior Vice President, Wealth Management. This podcast is for informational purposes only and is not intended to be taken as financial advice. All opinions expressed are of the hosts and do not necessarily those of Raymond James. Opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

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