July 2020 Market Insights: Pandemics, Panics, Protests, Politics, &…
David Zarling, Head of Investment Strategy & Research at Client First Tax and Wealth Advisors, presents “Pandemics, Panics, Protests, Politics, and Portfolios”. In this video, David discusses if the COVID correction is over, how the Adaptiv System™ is used to game-plan for different environments, what the major (math) problem is with buy and hold investing, risk in bonds, and hindsight bias in investment processes.
This Presentation is part of our FREE Education Series. You can find our Lunch & Learn Schedule here: https://clientfirsttaxandwealth.com/2020-financial-education-schedule-topics/
Find us online at https://clientfirsttaxandwealth.com or email us at myteam@clientfirsttaxandwealth.com. If you prefer talking to a live individual, give us a call at 262.335.1700
This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here: https://clientfirsttaxandwealth.com/video-content-terms-of-use/
Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a Registered Independent Advisor.
David Zarling, CMT
Partner, Head of Investment Strategy and Research
P.S. If you would like more insight as to our thoughts and viewpoints on the market, including specific insight into client portfolios, please remember to subscribe to our podcast “The Weekly Trend” on your favorite streaming platform!
Client First Investment Management LLC is a Registered Investment Advisor
This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Client First Investment Management LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter. Client First Investment Management LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this writing.
