CNBC: Sevasti Balafas “We will see more volatility and uncertainty next year”
12/24/2024
"What we do think can play out next year is that application of AI -- that's one of our themes for this year."
- Sevasti Balafas, CFA, CPWA®
Our founder and CEO appeared on CNBC's Worldwide Exchange to discuss market volatility, the Fed's interest rate path, AI investment, and the broadening of the market into small cap and high dividend names.
Watch 'til the end to see the AI name she is most excited about.
Disclaimer
GoalVest Advisory is a SEC registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. GoalVest Advisory has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. GoalVest Advisory has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to Form ADV Part 2A the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. GoalVest Advisory has presented information in a fair and balanced manner. GoalVest Advisory is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.