Welcome to our Financial Wellness Series! In this episode, Charles Yarnold, AIF®, RSSA® Managing Director of Retirement Plan Services, is joined by Matt Wyant, Investment Associate, for an inside look at how Focused Wealth Management constructs and manages investment portfolios.

Matt breaks down our disciplined and repeatable investment process, explaining how our Investment Committee, with over 150 years of combined experience, meets daily to analyze global market trends, economic data, and sector performance. Learn how we strategically overweight and underweight sectors, identify top-performing funds, and implement investment decisions using block trading to ensure optimal execution for our clients.

Our commitment is to help you navigate the markets with confidence. If you have any questions or want to learn more, reach out to us at 845-691-2193.

If you have any questions regarding Money Market Funds Within Retirement email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.