Caso, McDonell & Associates
It's all about helping you realize your dreams. Let's sit down to talk about what's important to you and your family.
By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Join this seminar to learn some ideas, activities and resources to help you engage with your children about money matters. Learning how to manage their money can help your children develop lifelong skills for pursuing their goals and being financially responsible.
Date: Friday, April 26, 2024
Time: 2:00 PM - 3:00 PM Eastern
Regardless of whether you think you may retire earlier than you originally planned, reviewing your retirement plan and preparing for a range of outcomes can help you be prepared for the unexpected and help you pursue your retirement goals.
Date: Wednesday, May 1, 2024
Time: 12:00 PM - 1:00 PM Eastern
Please join Steve Alch, MLWM Division Executive on Wednesday, May 1st at 4:00pm (EST) with Savita Subramanian, Managing Director, Head of U.S. Equity and Quantitative Strategy for a discussion on how the coming year might bring a return to a more promising market as global economies reset. "Looking Forward to a New Era of Growth" will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets.
- Dealing with inflation, volatility, and other investment risks.
- Portfolio strategies and opportunities to consider now.
For more information about this event, please email stephen.garcia@ml.com.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
