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

(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