Recorded: November 18, 2020 |70 min

You're invited to the special edition of our Informed Investor Market Outlook Webinar  

With the year coming to a close and investors focused on the post-election outlook, Adam Phillips will provide an update on the state of the U.S. economy and share how investors should be positioned as we look ahead.


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

  • The state of the U.S. economy
  • What the election outcome means for client portfolios
  • How policy changes could shape the investment landscape in the coming years
  • How the Investment Committee is positioning portfolios to navigate the changing environment

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Adam Circle

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


Breene circle

Breene Murphy
Director of Client Experience 


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