Investment Impact & Five Ways to Keep Your Financial Cool
About the Webinar
In this presentation, we'll examine how investors should account for the Russia-Ukraine war through their retirement portfolios. Specifically, we'll cover:
A 5-Step Investment Action Plan
Why a plan is so important and how a 5-step investment action plan can keep you on track.
Historical Impact of War on Investment Opportunities
Why the historical record related to investing after a geo-political shock may not be as great as you would think.
Keeping a "Protection Bucket" In Your Portfolio
Why a "Protection Bucket" is crucial to navigating turdulent times in retirement with confidence and peace of mind.
Derek Tharp, Ph.D., CFP®, CLU®, RICP®
President, Conscious Capital, Inc. | Assistant Professor of Finance, USM