Outlook and Opportunities: The Investment Puzzle: Putting the
Pieces Together is a 50-minute seminar that discusses the economy
and actions to take today. The program explores the economy,
interest rates and our outlook, current market trends, late-cycle
risks and opportunities, and the importance of portfolio balance.
OUTLINE
Welcome & Seminar Overview: Key Questions Facing Investors
Question 1: Will there be a recession this year?
Question 2: Will interest rates go lower or even negative?
Question 3: How long will the market slump last?
Question 4: Will global markets keep underperforming?
Question 5: What impact will politics have on the markets?
Question 6: What are the risks to our outlook?
Question 7: What common mistakes can I avoid?
Question 8: How can I put all the pieces together?
Presented By: Kencie Zmich, Edward Jones Financial Advisor