The Salvia-Clancy Group
Our group brings years of experience from Michigan’s automotive and manufacturing industry to our wealth management practice. We have found that our own past experiences have allowed us to truly understand the needs and unique challenges professionals in the Motor City face.
Experience and integrity form the cornerstone of our relationship with you. The team's goal is to help you visualize the potential lifestyle impact of your financial choices so you can understand the potential risks that may offset them. We can work with you to help set realistic expectations.
Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Topics explored:
- Is an interest rate cut still in the cards for 2024?
- What the U.S. election could mean for the markets
- Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
- How artificial intelligence and other innovations could reshape the markets
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
