Description
During 2010 - 2019, it wasn't as hard as usual to be a hero for your clients: markets marched upwards and returns stretched beyond what many market observers predicted based on fundamentals. In 2020, it might be easier to be a pessimist about markets in the coming years, with the daily drip of news around the pandemic, geopolitics, our own political divisions, and economic headwinds. Is it time for a fundamental revision to portfolio strategy? Or are there adjustments at the margin that advisors can take to protect on the downside? Our panel will consider strategies and techniques for preserving capital and riding through the potential downdrafts.
Speaker(s):
- David
Frisch,
CPA, PFS, CFP,
President,
Frisch Financial Group, Inc.
- Robert
W. Dannhauser,
CFA, FRM, CAIA,
Senior Advisor,
The Investment Integration Project
- Joe
Martinez,
CFA,
Managing Partner,
Phlox Capital Management, LLC
- Matthew
H. Rosenberg,
CFA, CPA/PFS,
President,
RoseCap Financial Advisors
