Master the Portfolio Challenges of 2023

Date: Wednesday, June 14, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

While the S&P 500 is in positive territory so far this year, the recent turmoil in banking combined with concerns about a possible economic downturn have been dominating headlines. Investors are seeking critical advice, and want to know about different strategies, products, and services that can help their portfolios in these volatile times. Advisors can (and should) engage in meaningful conversations with clients about the best ways to adjust their portfolios, and how a "stay the course" approach may work best for some of their investments. Investors are seeking insights into important portfolio risks and how advisors can help them minimize these risks, while working to maximize returns and strengthen the long-term health of their overall financial lives.

Join this complimentary webcast to discover the latest information on practical steps you can take to support clients today who are concerned about short-term economic issues. You'll learn about:

The latest challenges and opportunities in the face of market volatility and an expected economic downturn
The latest investing advice and market insights, and how to integrate them into overall financial planning advice
How you can best explain and address the potential market risks and rewards of 2023
And more!

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speaker(s):

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Ryan Detrick, CMT \| Chief Market Strategist \| Carson Group Ryan is responsible for advancing Carson Group's Investment Research team, delivering market insights and expanding the firm's investment platform, while providing research and guidance for more than 130 Carson partners. Earlier, he spent six years at LPL Financial, most recently serving as its Chief Market Strategist, and more than a decade at Schaeffer's Investment Research.
	Victoria Fernandez, CFA \| Chief Market Strategist \| Crossmark Victoria worked for the fixed income division of Fayez Sarofim & Co., a financial advisory firm in Houston, for 18 years within the fixed income division before joining Crossmark Global Investments in 2012. At Crossmark, she has been chief market strategist for the past five years and is responsible for managing the Crossmark Fixed Income Investment team and Marketing division, while serving as Portfolio Manager for taxable fixed income products.
	Jason J. Fichtner, Ph.D. \| Vice President & Chief Economist \| Bipartisan Policy Center Jason's research focuses on Social Security, federal tax policy, federal budget policy, retirement security and policy proposals to increase saving and investment. He is also a Senior Fellow with the Alliance for Lifetime Income and the Retirement Income Institute. Earlier, he worked as an economist for the Social Security Administration, Joint Economic Committee of the U.S. Congress, and Internal Revenue Service.
	Matthew Miskin, CFA \| Co-Chief Investment Strategist \| John Hancock Investment Management Matt is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. He co-authors John Hancock Investment Management's flagship quarterly market outlook publication, Market Intelligence, which combines insight from the firm's global network of asset managers, independent research firms, broker-dealers, and banks with bottom-up fundamental and macroeconomic analysis. Matt has been featured on CNBC, Bloomberg TV, and Bloomberg Radio, and he's quoted frequently in the financial press, including the Wall Street Journal, Barron's, and MarketWatch.
	Rose Niang, CFP, CRPC \| Director of Financial Planning \| Edelman Financial Engines Rose is a Certified Financial Planner and a Certified Retirement Planning Counselor who serves as Director of Financial Planning at Edelman Financial Engines, which she joined a decade ago after obtaining an MBA from Strayer University. Today, she specializes in retirement planning, investment strategy, insurance planning and personal finance. Earlier, she worked for Wells Real Estate Funds, Merrill Lynch and JPMorgan Chase.

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Ryan Detrick, CMT \| Chief Market Strategist \| Carson Group Ryan is responsible for advancing Carson Group's Investment Research team, delivering market insights and expanding the firm's investment platform, while providing research and guidance for more than 130 Carson partners. Earlier, he spent six years at LPL Financial, most recently serving as its Chief Market Strategist, and more than a decade at Schaeffer's Investment Research.
	Victoria Fernandez, CFA \| Chief Market Strategist \| Crossmark Victoria worked for the fixed income division of Fayez Sarofim & Co., a financial advisory firm in Houston, for 18 years within the fixed income division before joining Crossmark Global Investments in 2012. At Crossmark, she has been chief market strategist for the past five years and is responsible for managing the Crossmark Fixed Income Investment team and Marketing division, while serving as Portfolio Manager for taxable fixed income products.
	Jason J. Fichtner, Ph.D. \| Vice President & Chief Economist \| Bipartisan Policy Center Jason's research focuses on Social Security, federal tax policy, federal budget policy, retirement security and policy proposals to increase saving and investment. He is also a Senior Fellow with the Alliance for Lifetime Income and the Retirement Income Institute. Earlier, he worked as an economist for the Social Security Administration, Joint Economic Committee of the U.S. Congress, and Internal Revenue Service.
	Matthew Miskin, CFA \| Co-Chief Investment Strategist \| John Hancock Investment Management Matt is responsible for developing and delivering timely market and economic insight to financial advisors and institutional investors across the United States. He co-authors John Hancock Investment Management's flagship quarterly market outlook publication, Market Intelligence, which combines insight from the firm's global network of asset managers, independent research firms, broker-dealers, and banks with bottom-up fundamental and macroeconomic analysis. Matt has been featured on CNBC, Bloomberg TV, and Bloomberg Radio, and he's quoted frequently in the financial press, including the Wall Street Journal, Barron's, and MarketWatch.
	Rose Niang, CFP, CRPC \| Director of Financial Planning \| Edelman Financial Engines Rose is a Certified Financial Planner and a Certified Retirement Planning Counselor who serves as Director of Financial Planning at Edelman Financial Engines, which she joined a decade ago after obtaining an MBA from Strayer University. Today, she specializes in retirement planning, investment strategy, insurance planning and personal finance. Earlier, she worked for Wells Real Estate Funds, Merrill Lynch and JPMorgan Chase.

Master the Portfolio Challenges of 2023

Register for this webcast.