PLEASE NOTE THAT CE CREDIT IS  AVAILABLE FOR LIVE EVENT ONLY. CREDIT IS NOT AVAILABLE FOR THE RECORDED PROGRAM.

Join June’s Journal of Financial Planning contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, as they discuss the impact of  the “golden age” of investing in the “new normal.” Find out why financial advisers and their clients will need to adapt a less favorable outlook for markets, and how lowering return expectations doesn’t mean that returns will be negative. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Ray Benton.
     

 

Course Objectives
  • Summarize economic concepts (business cycles, recession, fiscal and monetary policy, interest rates) in "golden age" that are impacting current investment decisions
  • Discuss investment strategies in current "new normal" era of below-average economic growth
  • Evaluate options and futures for right blend of active, passive, and factor-based investments in low-return environment (Stocks, Bonds, Index and factor-based funds, alternative investments)
Course Information
Date Presented:
June 28, 2017 2:00 PM Eastern
Length:
1 hour, 15 minutes
FPA Member Price:
Free
Non-Member Price:
$49.00
Journal in the Round: Investing After the End of the Golden Age
Speaker Information
David Edwards  [ view bio ]
Daniel Kern CFA  [ view bio ]
Individual topic purchase: Selected
Token
You must be logged in to access FPA Tokens.
To continue, you need to log in to fpa. If you have any questions about your account please contact us at 1-866-702-3278.
Email Address:
Password:
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$19.00