Jeffrey A. Harrell
75 Minute Length
Audio/Video Online Lecture (Recorded)
CE Credit Not Available for Archived Webinars
Investors are well aware 2018 was an exceptionally volatile year for the stock market, but just how volatile was it?
Did you know that the S&P 500 suffered not one, but two official 10% corrections? Small cap stocks as measured by the Russell 2000 were up over 15% at one point during the year, but in mid-December were down over 15%. International stocks started off on a positive note, up over 6% in the month of January, but were later down over 20% for the year.
Stocks have started off 2019 with a bang, up over 3% in less than two weeks. Will it last?
Now that a New Year has begun, preparing yourself mentally for what’s to come in 2019 is the best strategy for investors. Don’t miss your chance to hear our take on what should be going through your mind to help keep your finances on track. This webinar will not be like anything you hear on the financial networks, so don’t miss the opportunity to gain a unique perspective on how one should be handling the current volatility.
Topics Covered Include:
• Review of 2018 investment performance and outlook for 2019
• Interest rates and how they’ll affect the economy
• Proper allocation of investment by registration to optimize tax efficiency
• Can you time the market?
• What type of returns should you have received in 2018?
• When should you rebalance your portfolio?
• Active versus passive investing
Who Should Attend?
Doctors interested in getting a better handle on their investments or those evaluating the performance and advice of their current investment advisor.
Jeffrey A. Harrell
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