1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Financial Advisor,
Relationship Manager
Kris joined CAPTRUST in 2020 and is charged with helping his clients set and achieve financial goals, researching complex retirement strategies, and participating in on-site corporate retirement plan meetings.
Prior to joining CAPTRUST, Kris served as a financial advisor with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
Prior to joining Lakeside’s team, Kris spent eight years in the automotive industry as a service director for Audi.
When he is not at the office or with a client, Kris is a volunteer baseball and soccer coach and an avid outdoorsman.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
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Despite dramatic headlines this quarter, markets have delivered modest results....
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A year ago, markets were coming off one of the...
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In this edition of Investment Strategy, Sam Kirby of...