FGAM Update April 2024

Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity

In this update, Dr. Nelson will discuss the FGAM investment philosophy, which we call Control the Controllables, and explain not only the difficulties of attempting to predict the future, but the wisdom of focusing exclusively on costs, tax efficiency, diversification and risk alignment. Dr Nelson will also review and discuss the current concerns of inflation, wars, and the possibility of a market correction. Lastly, he will explain how Time Optimized Planning can solve for the five major threats to retirement security.

Investment Advisory Services may be offered through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser. FG Asset Management does not provide tax or legal advice and is not a certified public accountant. The material covered contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources.