Diversification For The Long Run
We have seen some of the largest changes to the Investment Landscape that we have seen in forty years. Financial markets are evolving and there are different tools needed to generate the necessary long term returns to meet client goals. In other words you need to think about different ways to diversify your client portfolios. The bond problem will also be addressed as we contemplate higher interest rates and inflation. The equity markets are at all time highs and where there may be some potential value.
Michael is the Regional Vice President for LoCorr Funds covering New England. He has over 30 years of experience in the financial services industry. He has spent the last 7 years with LoCorr specializing in the education and benefits of low-correlating investments, while building lasting relationships with his financial advisor clients. Prior to LoCorr Michael also spent 12 years with Fidelity Investments and was a financial advisor with Dean Witter.
Michael lives in Hingham, Massachusetts with his wife and 3 daughters
This session has been submitted for 1 CFP credit
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