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Rooted's Commitment to Service with Lead Service Advisor Logan Gigl - Digging In
Welcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
2022 will go down as one of the worst years in the history of the stock market. We know that some of our clients have expressed concerns about the volatility in the market. In an effort to be more proactive and to really "show our work", we're launching our Commitment to Service campaign for 2023 and beyond. Today Kinch O'Kelley sits down with Lead Service Advisor Logan Gigl to really dig in to what that means for our clients moving forward.
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Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
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Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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By Rooted Wealth AdvisorsWelcome to the Digging In Podcast!
Digging In presented by Rooted Wealth Advisors strives to establish a deeply rooted connection to your family, your finances, and your legacy.
2022 will go down as one of the worst years in the history of the stock market. We know that some of our clients have expressed concerns about the volatility in the market. In an effort to be more proactive and to really "show our work", we're launching our Commitment to Service campaign for 2023 and beyond. Today Kinch O'Kelley sits down with Lead Service Advisor Logan Gigl to really dig in to what that means for our clients moving forward.
------
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - https://www.instagram.com/rooted_retirement/
Facebook - https://www.facebook.com/rootedwealthadvisors
LinkedIN - https://www.linkedin.com/company/rootedwealthadvisors
------
Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.