News Category: Seminar

Chief Investment Officer, Nicholas Juhle and Vice President, Assistant Director of Research, Christopher Burns, present the 2023 year in review and 2024 outlook presentation.

Chief Investment Officer Nicholas Juhle, and Assistant Director of Research Chris Burns offer their review on the markets and investments in 2022, and their outlook for 2023.

Year in Review of Financial Markets and Outlook for 2022. Presented by Nicholas A. Juhle, CFA®, Chief Investment Officer, and Chris Burns, CFA®, CPA, CFP®, Vice President, Investment Strategist, Senior Fixed Income Analyst. Download the presentation

Led by George Bearup, J.D., Senior Legal Trust Advisor and ACTEC fellow with over 42 years of practical experience as an estate planning attorney on the topic of: “What I know now as a corporate trustee that I didn’t know as a practicing attorney” Followed by Q & A. Download the Presentation

Led by Lucas Mansberger CFA®, CAIA® and Jeff Pauza CFA®, CFP®, specialists from our research and wealth management teams, respectively, topics of discussion will include: Sophisticated tax strategies within the context of investment portfolios Unlocking the value-add of direct indexing Aligning portfolios with purpose-built wealth management plans Q & A Download the Presentation

 Presented by William D. Johnston, Chairman, and Nicholas A. Juhle, CFA®, Director of Research.

Led by Nick Juhle, Senior VP, Director of Research, and Dan Rinzema, Chief Client Officer, actionable topics of discussion will include: Historical perspective on presidential elections and the markets Voting with ballots, not portfolios Potential policy implications Planning strategies prior to, and after, the election Q&A Download the Presentation