As an advisor, you know how important it is to have a solid financial plan, and that clients spend time and energy working with you on crafting a plan that will help them achieve results – but when the storms come, the focus shifts like lightning to those investment strategies and their subsequent results, and suddenly clients are super interested in their portfolios.
Be prepared for those often complex and difficult questions from clients, by tuning in to this hyper-focused half hour program. Pinnacle has a whole department full of highly skilled, certified analysts, researchers and traders whose job it is to dig deep into the markets and help you navigate a way through this crisis. Now, on this program we’ll pull back the curtain on what we’re thinking, how we got here, and what’s ahead for equities and fixed income investments, and how do you explain it all to clients interested in preserving what they’ve saved? Join Founding partner and CIO Ken Solow as he offers insights into the workings of the modern markets and how these changes will affect your client’s financial future.
This is a rare opportunity to hear from the experts who are also standing in your shoes with regard to informing and handling clients. Pinnacle has been through this level of volatility before, and have answers you may not have considered.
Kenneth R. Solow, CFP®, ChFC is a founding partner of Pinnacle Advisory Group, Inc. As a founding Partner, he was instrumental in creating the tactical asset allocation strategy currently used by Pinnacle to manage nearly $2 billion in assets. Solow is nationally known for his views on active portfolio management, and his book, Buy and Hold is Still Dead (Again): The Case for Active Portfolio Management in Dangerous Markets, is considered the definitive work on Tactical Asset Allocation.
Solow appears regularly at events sponsored by the Financial Planning Association, National Association of Financial Planners, the Investment Management Consultants Association, and the AICPA, and has been published in The Journal of Financial Planning, Smart Money, Financial Planning Magazine, The Baltimore Sun, the Globe & Mail, and the Wall Street Journal.
