Description
1. Higher interest rates are putting pressure on creditors and this shift is altering the borrowing landscape. This development challenges investment decision making. Private and public debt offer alternatives worthy of advisors’ consideration.
2. Jeff Erdmann, a Top Forbes-SHOOK Advisor, and his team offer their insights into the current state of the stock and bond markets. Threats and opportunities are outlined by Erdmann and his team
3. Taxes are something every advisor needs to consider when allocating a client’s assets among different asset classes. This session examines different investment strategies for both taxable and retirement accounts.
4. The growth equity landscape has shifted amid record inflation and higher interest rates. This session re-examines growth stocks with one eye on current market conditions, and the other looking toward the impact of technology and innovation.
Learning Objectives
1. Explanation of how public and private debt can be uncorrelated to the market and exhibit consistent returns, providing alternatives to traditional stocks and bonds. Advisors will be offered illustrations, examples, and shown how to interpret the public and private debt markets when making investment decisions.
2. Discussion surrounding the uncertainty of today’s markets and where Erdmann sees pockets of opportunity. Perspective offered by Erdmann and team will cover a range of topics: the stock and bond markets, supply chain problems, inflation, threat of U.S. debt default, the sagging housing market and the recent election.
3. Direct indexing can be used to mitigate tax implications for clients’ portfolios. But applying this strategy involves some homework. Experts will discuss the concept of direct indexing and then offer examples of how it can be applied to different types of accounts to minimize taxes. Focus here is on outlining the strategy and its application.
4. Finding growth stocks requires advisors become tactical in their approach toward investments. Advisors will learn about the impact of new technology and innovation on growth, and how to select equities that will weather the current storm. The emphasis is on how on analysis and application.