The numbers don't lie - a booming stock market certainly has its benefits, but we must be mindful of what lies ahead. Human nature and emotions frequently drive individual investors to buy when an investment is most expensive and then sell when that investment stumbles. Success in investing requires discipline, a long ranging perspective and a contrarian perspective.
BNY Mellon Wealth Management’s Director of Investment Strategy, Jeff Mortimer will share his proprietary economic wheel analysis, which focuses on the complex relationships between investor behavior and the economic and financial markets. He will cover the following:
- Market performance is based upon historical cyclical patterns
- What potential impacts the administration will have on business, markets & the economy
- The potential risks and opportunities we see ahead for investors
- Steps you should you take to best position your portfolio for what's on the horizon
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.
This event is being offered as a free education session.
300 TradeCenter, Suite 7600
Woburn, MA 01801
To register, click here.
About the Presenter
Jeff Mortimer, CFA
Director of Investment Strategy, BNY Mellon Wealth Management
Jeff Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.
He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.