Join us at Compass Financial Services on August 14th for a timely and insightful presentation featuring Dan Holtkamp, J.P. Morgan. Using the latest data, Dan will walk us through the key trends shaping the economic landscape and what they mean for investors.

What you’ll learn:

• The outlook for U.S. GDP, inflation, and interest rates
• How tariffs, immigration, and fiscal policy are influencing growth
• What’s driving market concentration in the S&P 500
• The role of alternatives in a diversified portfolio
• Why international equities may be poised for a comeback

Understanding today’s economic shifts is essential for making informed investment decisions. This event will help you navigate a slowing economy, evaluate your portfolio strategy for the second half of 2025, and explore how Compass is guiding clients through evolving market conditions with clarity and confidence.

Lunch will be provided for those who register for the in-person event, so please register for yourself and anyone you plan to bring. When RSVPing, please be sure to indicate how many guests you plan on bringing.

Dan Holtkamp & JP Morgan are not affiliated with or endorsed by LPL Financial and Compass Financial Services.