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2024 Investment Market Outlook: Portfolio & Asset Allocation Strategies

2024 INVESTMENT MARKET OUTLOOK: PORTFOLIO & ASSET ALLOCATION STRATEGIES

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

As we welcome the new year, it is clear that there are many key concerns on investors' minds. This webinar will explore the uncertainties and changes in the upcoming year, including the election, geopolitical risks with tensions globally, interest rates, consumer defaults and trends, rising unemployment, corporate earnings, the housing market, the future of artificial intelligence and electric vehicles (AI and EV) as well as other potential economic booms and risks. Join us as we share insights from experts such as Charles Schwab, Capital Research Group, Blackrock, and PIMCO to understand better the risks, uncertainties, and opportunities in the market.

Learning Objectives: 


  • Evaluate asset allocation insights for 2024 

  • Summarize important themes to consider with your retirement portfolio 

  • Determine solutions to help build stronger portfolios and enhance investment outcomes 

  • Predict what's ahead for bond and fixed-income investors

  • Identify opportunities for opportunistic investors

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

About Our Sponsor

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Oracle NetSuite Global Business Unit pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, Oracle NetSuite Global Business Unit provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 200 countries.