As market volatility, trade disputes and other political tensions continue, we maintain our belief that the current environment offers wealth-building opportunities for long-term investors with a well-diversified portfolio. This webinar lets you hear directly from our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Portfolio Manager Steve Johnson and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you. Webinar Chapters chevron_rightIntroductionFeaturing Liz Kesselmanchevron_rightMarkets Overview with Dan Wiener and Jeff DeMasoFourth-Quarter, Full-Year 2018 ReviewGlobal Stocks, U.S. Bonds and Cash U.S. Stocks and Foreign Market StocksUtilities, Tech and Health Care Stay Positive Not All Bonds Are Created Equal Market Volatility Returns2018: One Year, Two Market Corrections Historical Perspective for Recent Declines Bear Market or Buying Opportunity?Drawdowns, the Bond Market and Risk Management Are We Facing Recession?Foreign StocksSell or Buy?chevron_rightQ&A with Jim Lowell, Steve Johnson and Kate AustinReview poll results on current (1) view of markets, (2) asset allocation and (3) primary concernsWhat are the advantages of dividend growth stocks?What guidelines and steps are followed in the event of a strong down market? Which sectors will see gains during 2019?What is your cash position, and when will you move from cash into stocks or bonds?How far in advance does a stock market decline precede economic recession?Can major stock market indexes recover to their prior levels?What investment allocations are reasonable for an older person whose primary goal is leaving a legacy, not meeting current income needs?What is the outlook for developed versus emerging markets?Do you still prefer to keep cash in short-term investment-grade bonds versus a money market fund? Truly Personalized Wealth Management Tailored advice, every time. Contact Us