Monthly Archives: May 2018
Mid Atlantic’s webinar series InfoxChange continues tomorrow with our guests from Tandem Wealth
Managing Market and Geopolitical Risk in a Complex World
Thursday, May 24 @ 4:00 pm ET
Register to attend: https://attendee.gotowebinar.com/register/4808215315809423874
Join Tandem Wealth’s portfolio managers as they talk about creating a successful investment portfolio for your clients and group retirement plan participants in a complex world.
This session will discuss how following a disciplined yet adaptable investment process leads to better results for investors.
Key points and practical ideas for implementation:
- Big Picture: Economic and Investing
- Mini Cycles and Investment Strategy in a Trendless World
- Investment Process
- Risk Management and Sell Discipline