Pull up a chair and pour yourself a fresh cup of coffee! You're about to join an enlightening conversation that's brewed to perfection, featuring a blend of market insights, personal finance strategies, and estate planning wisdom. Coffee with Riverbend is where your financial curiosities meet correct answers in a friendly, engaging atmosphere.

📊 What's on the Menu? In this episode, we're diving deep into topics that touch the core of our financial well-being and future security:

• Rate Cuts: Travis Smythe untangles the complex interplay between Federal decisions, market expectations, and what it means for your investments.
• Inflation Trends: Discover whether inflation is cooling off or persisting, and how this impacts your purchasing power and savings.
• Asset Protection in SC: Tripp Wiles shares his legal expertise on safeguarding your assets, highlighting the nuances of South Carolina laws.
• Estate Planning Insights: Learn about common pitfalls in estate planning and proactive steps to avoid them, ensuring your legacy is secured.
• Looking Ahead: Get ahead of upcoming changes in law and finance, preparing yourself and your estate for the future.

📢 Meet Our Speakers:

Travis Smythe, CFA®, CIPM Portfolio Manager & Committee Member

📧 Email: [email protected]

📞 Phone: (440) 505-5702

Tripp Wiles Attorney and Counselor at Law, Chief Executive Officer at Wiles Law

📧 Email: [email protected]

📞 Phone: 843-718-0232

📢 Meet The Host:

Jeremy Finger Founder and CEO of Riverbend Wealth Management

📧 Email: [email protected]

📞 Phone: 843-970-1049

Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.

The firm has not compensated the guest on the podcast.

Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.