Adam Newman, CFA, CFP®, RICP®, Senior Wealth Advisor and Partner identifies the gaps you may be overlooking in your approach to the market and your portfolio.
Watch as Adam, Lowell, and Andy take some time to review one of the more challenging years in recent history.
This Quarter, Andy, Adam, and Lowell go in-depth on a variety of subjects related to the Market and the Economy over the course of this past quarter. Key Takeaways:
– A review of global asset class performance
– Current market and economic risk factors
– What the upcoming election means for your portfolio
On July 22nd, 2020, Lowell, Adam, and Andy covered:
• A review of global asset class performance
• The strongest quarter for the S&P 500 since 1998
• Expectations for the second half of the year, which includes the Presidential election
• An update on the tactical opportunities our Size and Style Responsive US Equity Strategy is aiming to exploit
On June 23rd, 2020, Adam discussed:
- Observations of the last three months
-Asset Allocation and Risk
- Understanding your Stock Allocation
- Understanding your Bond Allocation
- Evaluating Current Stock Market Opportunities
- How did you (or your advisor) handle the recent selloff and subsequent rebound?
Lowell, Adam, and Andy discuss the first quarter of 2020.
This Webinar will include:
· A review of global asset class performance for the quarter
· What happened to the stock market in the first quarter of the year
· A discussion on current market and economic risk factors
· An update on our Size and Style Responsive US Equity Strategy
· A review of the CARES Act and it’s impact on personal financial planning
Lowell and Adam answer questions from clients about how we are responding (or not responding) to the market volatility related to the coronavirus
Adam and Andy discuss the recent bout of market volatility over concerns of the coronavirus.
· A summary of the global asset class returns in response to the pandemic
· The correction in context
Lowell, Adam and Andy discuss global asset class returns so far in 2019, reasons for the extended pro-Growth period of outperformance and an update on our Size and Style Responsive US equity strategy.
In this webinar, we cover world asset classes, current economic topics, a review of our Size and Style Responsive Strategy and stock selection methodology and important planning considerations for the remainder of the year.
Our quarterly webinar discussing global asset class performance, updates on our strategies and year-end considerations
Join us for the recording of our quarterly webinar, “2018 Year in Review.”
The webinar includes:
– A review of global asset class performance for the quarter and year
– What happened to the stock market in the fourth quarter
– An update on our Size and Style Responsive US Equity Strategy
– A look ahead to 2019
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A quick summary on what has transpired in global asset markets this month and its overall impact on investor goals.
Market volatility has you thinking about the risk level of your portfolio? Our wealth management team discusses the pros and cons of reducing the risk in your portfolio and diversifying across other asset classes.
What are the base line things you need to understand about investing? This video explores your basic investing options, describing the pros and cons of the major asset classes.
Do you want a financial future that makes sense? Building a plan that helps you realize your financial goals requires the expertise and creative intelligence of a sophisticated wealth management firm.
We believe that to live well, you need to live ahead. Let us show you how.