Building & preserving wealth amidst uncertainty — Peeling back the layers of headlines
Oct 14, 2016
Whether contemplating a portfolio of $2 million or $200 million, many investors are bewildered by the constant, varying, and sometimes unsettling political, economic, and social news. If you’re wondering what the implications may be for your assets, you’re not alone. While uncertainty is rarely pleasant, it can produce opportunity.
What insights can history provide about market movements surrounding periods of political change? The forecasts surrounding interest and tax policy changes are never-ending; should you remain steadfast? And are your expectations in step with your tolerance for risk? In this session, we’ll answer these questions and discuss what the current headlines mean for investors and the capital markets.
Jim Baird, Chief Investment Officer, Plante Moran Financial Advisors
Jacqueline Venier, Relationship Manager, Plante Moran Financial Advisors