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.

Learning Objectives:

• Participants will develop perspective on market outlooks and potential impacts on a variety of asset class returns.
• Participants will gain appreciation for the differences between tactical asset allocation strategies and strategic asset allocation decisions
• Participants will understand dimensions by which to assess the potential for non-investment strategies (such as insurance products and estate planning techniques) to mitigate downside risks

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