As we welcome the new year, it is clear that there are many key concerns on investors' minds. This webinar will explore the uncertainties and changes in the upcoming year, including the election, geopolitical risks with tensions globally, interest rates, consumer defaults and trends, rising unemployment, corporate earnings, the housing market, the future of artificial intelligence and electric vehicles (AI and EV) as well as other potential economic booms and risks. Join us as we share insights from experts such as Charles Schwab, Capital Research Group, Blackrock, and PIMCO to understand better the risks, uncertainties, and opportunities in the market.
Learning Objectives:
- Evaluate asset allocation insights for 2024
- Summarize important themes to consider with your retirement portfolio
- Determine solutions to help build stronger portfolios and enhance investment outcomes
- Predict what's ahead for bond and fixed-income investors
- Identify opportunities for opportunistic investors
Terri McGray
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.
She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).
Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.
Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.
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