Navigating Volatile Markets
Purpose
Each investor has a unique profile formed by their time horizon, personal risk tolerance, current assets, beliefs about money, investment goals, and market outlook—and all of these factors change through time. But for all investors, regardless of their personal profiles, understanding the drivers of investment performance and risk management provides a foundation for sound financial decision making. This knowledge inspires confidence in your investment strategy and a framework for repositioning that strategy as circumstances change.
Investors are particularly sensitive to the fact that markets have experienced two periods of high turmoil over the last decade—the dot-com crash and the global financial crisis. And many are now acutely aware that traditional asset class diversification has largely failed during bear markets, just when it is most needed. As a result of these experiences, today, many people question simple buy-and-hold stock and bond strategies that in the past were nearly universally accepted as the most sensible way to invest.
Agenda
- Volatility’s Impact on Investment Results
- Sources of Return Volatility
- A Solution for Managing the Largest Source of Return Volatility
Wednesday, December 7th at 2:00pm
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Income Tax Reduction and Asset Protection
Purpose
Estate planning documents, insurance policies, and other tools independently may not protect assets in the best way. Many of us think that if we have a will, life insurance and a retirement account then our family is taken care of.
Protecting our assets and our loved ones can be best accomplished when all of the possibilities are mapped out, and all of the options are evaluated. An effective plan not only protects our assets from an unforeseen event, but also minimizes the taxes that are paid and safeguards our heirs.
Agenda
- Strategies for Income Tax Reduction
- Solutions for Asset Protection
Wednesday, November 16th at 11:00am
Saturday, December 3rd at 11:00am
