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Economic and Financial Markets Outlook

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



Agenda
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.

Cost
This event is being offered as a free education session.

Location
McLane Middleton
300 TradeCenter, Suite 7600
Woburn, MA 01801

Registration
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.

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At McLane Middleton we establish and maintain long-standing relationships with our clients to help us better achieve their unique goals over time. This approach to building trust requires that our esteemed lawyers and professionals use their broad, in-depth knowledge and work together with integrity to ascertain sound resolutions to legal matters for their clients.

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McLane Middleton is made up of more than 90 attorneys who represent a broad range of clients throughout the region, delivering customized solutions. As a firm we are recognized as having the highest legal ability rating. The firm is rated Preeminent by Martindale Hubbell and is recognized as one of the nation's leading law firms in Chambers USA. Our attorneys are distinguished leaders in their respective practice areas.

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McLane Middleton's versatile group of attorneys and paralegals become trusted authorities on each case through collaboration. We work with our clients to learn their individual needs first and foremost and, together, we develop comprehensive solutions to their specific legal matters. This approach helps us exceed our clients' expectations efficiently and effectively, client by client, case by case.

Practice Areas

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McLane Middleton was established in 1919 in New Hampshire, and has five offices across two states. However, deep historical roots don't allow you to become innate. Our firm is organized, technological, and knowledgeable. Our history means we are recognized. But our reputation is built on the highest quality of service and experience in very specific areas of law.

The Firm

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Our team continuously seeks opportunities to enhance their professional development and put key learnings to action. The pursuit of further insight guides us to volunteer service opportunities, speaking engagements, and teaching roles. Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.