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Investor Intelligence: Five Evolving Opportunities & Risks

INVESTOR INTELLIGENCE: FIVE EVOLVING OPPORTUNITIES & RISKS

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 3, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

As we turn the page on one of the most tumultuous years on record, you’ve got to ask yourself, is it time for a portfolio makeover? 2020 and the pandemic, global recession, stunning market collapse, and surprisingly rapid recovery reinforced the notion that it’s impossible to know exactly what lies around the bend.

Terri McGray, CFP, AIF, has managed money and navigated investors through market turbulence for over thirty years. Her focus is on helping individuals get to and through retirement. She will share thoughts and opinions from various leading investment strategists, accessing her networks of specialized managers and macro advisors to analyze risks and opportunities in the U.S. and global markets to give you a road map to track towards investment success as we get on the other side of the pandemic.

Learning Objectives: 


  • Determine what the massive federal debt means for investors and the future for higher taxes

  • Determine how rising inflation risks threaten core asset allocation strategies

  • Identify why a buy-and-hold approach could be disastrous in this kind of environment

  • Determine how to build and secure retirement savings beyond Target Date Funds

  • Identify what rising interest rates mean for the bond market

  • List the five key themes to consider as you set expectations going forward

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.

She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).

Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.

Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.

About Our Presenter

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Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.