25 June
State of the Markets and Asset Allocation


Join Craig Goryl, CFA®, Senior Portfolio Manager, Tyler Swaim, Wealth Advisor and Matt Heath, Wealth Advisor, for an in depth discussion of where we think the markets are heading in 2020, and what we can expect in 2021 and beyond.  It is an extraordinary time to be an equity investor, but there are immense risks as well as great opportunities.  We will discuss efficient ways to manage this increase in risk via asset allocation, individual stock selection, and adequate diversification. Moreover, we will highlight the process and analysis our team uses to uncover companies that we feel are positioned to endure unexpected challenges and lead us into the future.

Date and Time

Thu, Jun 25, 2020

12:00p - 1:00p EST


This is an online/virtual event


Event Registration