Curious where we anticipate the market to go? Wondering if you should be considering any moves before the year ends?

I invite you to join me next Wednesday, December 7th from 8:30-9:30 a.m. for a Virtual Coffee Club! You bring the coffee and join us from the comforts of your home or office!


I will be presenting on these topics:

  • 2022 Market Review – what has happened and why?
  • 2023 Market Outlook – what do we anticipate from markets next year?
  • Year End Tips – potential strategies to consider before December 31st

Please RSVP to Miriam at or 919-321-1213 and we will forward you a calendar invite.