The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, will join us on September 19 to examine the meeting, the SEP and Fed Chair Powell's press conference.

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Doug Vissicchio, Head of Municipal Trading at UBS, discusses the importance of a retail network, liquidity risks and opportunities, and broader market expectations for 2024 amid macroeconomic challenges.

Financial stability, well-being and prosperity are goals every advisor wants for their client. Achieving those is different for everyone. Reese Harper, CEO of Elements, will discuss the universal standards that should be part of the financial health for all clients.