Recorded: November 3rd, 2021 63 min

As an investor, it is important for you to stay up to date with what is going on in the market. 

To help you make informed investing decisions, we want to arm you with data—every investor’s secret weapon. 

Knowing what is happening in the market and being able to make rational decisions based on facts can help you navigate market-related adversity. 


In this webinar, Managing Director of Portfolio Strategy Adam Phillips, CFA, CFP® will cover: 

  • Recent asset class performance
  • An assessment of the U.S. economy as the fourth quarter gets underway
  • What rising inflationary pressures and potential policy changes mean for the economic and market outlook
  • How the Investment Committee is positioning portfolios to navigate the changing environment

Fill out the form to view the webinar!

Recording of this webinar will be sent to all registrants.


Adam Circle

Adam Phillips, CFA, CFP®
Managing Director, Portfolio Strategy/Partner


Rob Black Circle (1)

Rob Black
Radio Host/Partner


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