Forecast with humility, and be skeptical of those who would divine. Think long term; don’t get fixated on an annual outlook.

That was part of the sage financial advice offered up by Point View Wealth Management's Founder, President, and Chief Investment Strategist, David Dietze, as he and the firms Vice President and Chief Operating Office, Claire Toth, and its Managing Director and Portfolio Manager, John Petrides, made their much anticipated, annual presentation to the Suburban Chamber of Commerce.

Presenting at The Grand Summit Hotel, Dietze and team discussed the outlook for the stock market, and provided guidance for the new tax rules in New Jersey.

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To view the complete presentation click here.

To view Dietze's full remarks click here.

Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?
 
Contact David DietzeJohn PetridesClaire TothDonna St.AmantElaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc.

CNBC has named Point View one of the Top 100 fee-only wealth managers in America.