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Please join our Q3 2023 market update where we will provide clear insight to the markets, how we are positioned in this uncertain environment and how knowing the psychology of investing and help you keep calm amid market turbulence.

Mark Peterson from BlackRock will be my guest speaker in this webcast. Mark has been a guest on several of my market updates and writes the monthly report "Student of the Markets", which provides great insights to the markets and where we go from here.

Agenda:

* Recap of the markets and portfolio performance.
* Student of the Markets with Mark Peterson from BlackRock.
* Discussion of the psychology of investing and how to keep calm amid market turbulence.
* Questions and answers.
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Founder and CEO of Musgrave Financial Solutions
James “Jim” Musgrave, founder of Musgrave Financial Solutions, is a Financial Advisor with over 23 years of experience in the financial industry. He helps people within eight years of retirement avoid making costly mistakes and maintain their standard of living in retirement. Jim strives to make recommendations that are in his clients' best interest, no matter the situation.

He is passionate about financial education and is the Baltimore/Washington corridor chapter president of the Society for Financial Awareness (SOFA), whose mission is to eliminate financial illiteracy one community at a time. Over two decades, individuals, families, state and federal employees, and business owners have benefited from his experience and have applied valuable information they learned at his financial workshops. His clients come to him when they need help with:

His clients come to him when they need help with:

* Retirement planning
* Tax reduction strategies
* Withdrawal strategies in retirement
* Professional money management
* Risk management & insurance
* Optimizing social security benefits
* IRA rollovers
* Long-term care

Please visit www.jimmusgrave.com to learn more.
M
Mark Peterson is a Director in the Advisor Insights team, focused on investment strategy and education. He is a 25-year industry veteran with extensive expertise and experience educating financial professionals and investors on market and investment topics. Mark’s responsibilities include relating BlackRock’s investment strategy and investment views to financial professionals and clients. Mark is the author of the popular Student of the Market monthly publication that is distributed widely to financial professionals across the country.

Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank. Mark has also spent time on floor of the Board of Trade and Chicago Mercantile Exchange. Mark received his B.S. degree from Arizona State University.
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