June 28, 2017, 2PM ET, Journal in the Round - Investing after the End of the Golden Age
Please note that CE credit is only for the live version of the course, and not the recording.
Join June’s Journal 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 Roy Benton.
Cover Story by Daniel Kern, CFA, CFP®
The positive factors during the Golden Age of investing served as tailwinds for stock and bond markets. However, many of the tailwinds are now becoming headwinds, and financial advisers and their clients will need to adapt to a less favorable market outlook.
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