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Market Volatility - Protecting Your Portfolio | Bulman Wealth Group
Aim to Navigate Market Uncertainty with More Confidence: Protect Your Portfolio from Volatility

This educational workshop explores the dynamics of market volatility and its effects on investment portfolios throughout different life stages.

Key topics include:

  • Drivers of Volatility: Inflation, tariffs, interest rates, and geopolitical events.
  • Life Stage Considerations: Contrasting risk tolerance and investment priorities between the wealth accumulation and retirement phases.
  • Protection Strategies: Emphasis on diversification, asset allocation, regular rebalancing, and the use of options and other hedging tools.
  • Guidance & Discipline: Encourages maintaining a disciplined approach during volatile periods and consulting financial professionals for strategic portfolio adjustments.

Event Details: 

  • Date: Thursday, May 8th
  • Time:
    • 6:00 PM
  • Location:
    • Bulman Wealth Group Community Room
      • 3400 Douglas Blvd., Suite 150, Roseville, CA 95661

Limited spots are available. Reserve Your Spot Today!

Register Now