Navigating Market Shifts: Insights with Marc Werkmeister

In today's episode, we're diving into the financial landscape with a focus on recent market shifts following the 2024 election. We are excited to have Marc Werkmeister, owner of Professional Financial Advisors, with us to share his expert insights on how these changes might affect investors and the broader economy. 

Listen in as we talk about some opportunities and challenges of the current market, interest rates, year-end planning strategies, and discuss some of PFA’s specialized services. We’ve had such a blast this season on The NebraskaLand Bank Podcast. As we wrap up the season, we want to thank you for listening and wish you a joyful holiday season and a fantastic start to the new year!

Here’s some of what we discuss in this episode:

• Marc’s background and the mission of Professional Financial Advisors
• Some of the immediate market reactions Marc has observed since the election
• Potential opportunities for small and mid-sized companies if deregulation occurs
• The role of technological advancements in driving economic growth
• The impact of interest rates on borrowers, retirees and pre-retirees
• Asking For a Friend Segment: What are some smart investment or savings strategies for those receiving a year-end bonus?
• The importance of knowing what you own, what you can save, and diversifying based on your risk tolerance 

 

Resources for this episode:

PFA’s website and phone number

https://www.pfaretire.com/

[phone]

For more, visit us online: https://nebraskalandbank.com/podcast

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This episode is brought to you by NebraskaLand Bank. We are Member FDIC and an Equal Housing Lender.