(Past) What's Next? Managing Risk in Uncertain Times: Top 3 Actions to Take Now

This Event Has Passed, See Below for A Video Recording of the Presentation 

On Wednesday, May 20, Debbie May, CPA, CFP®, CDFA®, senior investment officer, and Alex Seleznev, MBA, CFP®, CFA, senior portfolio strategist, delivered an update on the investment markets. They addressed, in particular, some of the top action items to consider in these times of unprecedented market turmoil.

• What should you be doing right now?
• Are you worried about potential inflation and lower expected yields from your portfolio?
• How does this market affect your bond allocation?
• What tax strategies should I consider today?

These and other action points will be discussed in a complimentary virtual event on Wednesday, May 20 from 1 to 2 pm.

Click here to view a video recording of the presentation on Councilor, Buchanan & Mitchell's YouTube