Past Webinar: Watch on Demand
Tuesday, December 11, 2018 | 12:00 PM — 1:00 PM EST
Investment Strategies for Today’s Lower Return Markets
Director of Research, Buckingham Family of Financial Services
Is the Golden Era of investing over? Given current valuations, Larry Swedroe, Director of Research at Buckingham Strategic Wealth, believes that using historical returns when creating financial plans for clients will likely result in them not meeting their financial goals. Join Larry to learn why commonly accepted strategies, such as the 60/40 portfolio, need to be reassessed and what you can use to build more efficient portfolios for your clients in today’s investing landscape.
Attendees will learn:
- The risk and premiums of two different 60/40 portfolio strategies
- What risk factors you should consider, beyond market beta
- How alternative investments can lead to more efficient portfolio that also reduce tail risks
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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