Daily Archives: October 15, 2024

Q3 2024 Market Review

Blogs, Financial Markets, News, Wealth ManagementBy GeoWealth October 15, 2024 1 Comment

Q3 2024 Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q3, 2024. In short: Equity markets finished the quarter strong as the S&P 500…

Building Your Legacy Workshop

EventsBy Brenna Baucum October 15, 2024

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate…