
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
- Bulman Wealth Group Community Room
Limited spots are available. Reserve Your Spot Today!