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CLIENT EVENT: Investing with Confidence - Looking Forward, not Backward

Published in Happenings on September 14, 2023

Join Jake DeKinder, Dimensional Fund Advisors VP & Head of Client Communications, along with Aaron Sautter and Lyndsay Goody of Onyx Financial Advisors for a conversation about major events dominating financial news this year and their impact on investors.

From the recent U.S. credit rating downgrade to the rise of big tech stocks, there has been plenty for investors to digest in 2023. We will discuss these events in the context of applying key principles to help investors make smart, informed decisions with less anxiety and emotion.

Thursday, October 12, 2023 at 7:00 p.m. at the Hilton Garden Inn – 700 Lindsay Boulevard, Idaho Falls.

The articles provided on this page are intended to be educational and informational only. The content describes our firm’s and our professionals’ recommendations or opinions as of a specific prior date. Due to various factors, including changing market conditions, that information may no longer be reflective of current opinions or recommendations. While information presented is believed to be factual and up to date, Onyx Financial Advisors, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No reader should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Onyx Financial Advisors, LLC or from any other investment professional. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. Onyx Financial Advisors, LLC is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Readers, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.