Webinar Replay: Creating an Investment Strategy in an Uncertain World
This Financial Intelligence Series Webinar covers key issues and strategies to consider in today's environment when making investment decisions.
PKF O'Connor Davies:
Bruce Desrosiers, Partner CPA
Alan Kufeld, Partner CPA
Altium Wealth: Scott Tasch, Managing Director CFP®, CLU®, ChFC®
Greg Slater, Chief Investment Officer CFA, CFP, CIPM
This document is provided for informational purposes only and represents only a summary of the topics discussed. The contents should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author(s). You should seek advice from a financial advisor that is familiar with your individual circumstances before taking any action based on the contents herein. There can be no assurance that any particular strategy or investment will prove profitable. Investing in the stock market involves gains and losses and may not be suitable for all investors who risk the loss of all amounts invested. Information presented herein is subject to change without notice.
Altium Wealth Management LLC (“Altium”) is an SEC registered investment adviser with its principal place of business in the State of New York. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Altium, please contact Altium or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).