This session focuses on a few timely topics to build on what we’ve covered in prior years:

• The power of compounding
• The election cycle and how it pertains to investing and the economy
• Don’t forget about bonds
• Financial planning basics revisited
• Avoid outsized risks in highly valued markets
• Q&A 

Buck Bandura started his career as a financial advisor in 1998.  In 2004 he obtained the CERTIFIED FINANCIAL PLANNER™ certification.  Currently Matrix Wealth Management oversees over $271million as of 6/21/2024. Buck is a native Arizona resident, graduated with a degree in finance from Arizona State University and bleeds maroon and gold!  After eight years at a prestigious national brokerage firm Buck decided it was time to own his own business.  Matrix Wealth Management opened its doors in May of 2006 and strives to give clients a boutique, small office feel with the breadth of products that come with being associated with Wells Fargo Advisors Financial Network, LLC.  Buck's goal for the future is to enhance the principles of investment planning by a simple common sense approach toward our client's preservation of wealth.