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Straight Talk with Rich Weiss

Topic

Investment Planning

Program ID

333600

Hours

1

Format

Self-Study / Recorded webinar

Complexity

Intermediate

Description

In this webcast, experts will discuss the latest investment headlines, offering insights and color commentary on the economy, markets and portfolio positioning. They will cover their unique approach to cutting through the market noise and honing in on key topics to assist with investor conversations, including the top five themes for the year, relevant economic announcements and recent market trends, and investment portfolio positioning and insights. They will discuss portfolio considerations, as well as the outlook for the remainder of 2025.

Learning Objectives

Learning Objective: Advisors will learn about unique approaches to cutting through the market noise and honing in on key topics to assist with investor conversations, including the top five themes for the year, relevant economic announcements and recent market trends, and investment portfolio positioning and insights.