Changes to the Wealth Investment Landscape

The speaker discusses their background in wealth management and the founding of their firm. They share insights on market trends, economic changes post-COVID, and investment strategies in the current interest rate environment. The discussion also covers wealth management, tax, and estate planning, emphasizing the importance of advanced planning and the generational shift in asset transfer.

How does the speaker view the current interest rate environment in relation to cash?

What does the speaker suggest is necessary for financial advisors to provide maximum value?

What is the significance of the Tax Cuts and JOBS Act mentioned by the speaker?