Financial Strategies: Advice for Times of Crisis

  • 12:00 PM to 1:00 PM
  • Online Webinar

You have heard the term "uncertain times" used all over during the past several months. Uncertain times do not necessarily mean that you have to be uncertain about your financial strategy. During this one-hour panel, you will have the opportunity to hear answers from alumni experts in the field to questions like:

Is this time different from other economic downturns?
Why don't I go to cash with my investments and reinvest when things settle down?
Will value stocks finally have their "day in the sun" after the correction or will growth/momentum stocks continue to lead the market higher?
Should I change my allocation when the market goes down or becomes more volatile?
Financially, am I going to be all right?

Our alumni panel of financial professionals, moderated by Professor Vashishta Bhaskar from the Palumbo-Donahue School of Business, will answer these questions and more. Participants will have the opportunity to ask questions of the panel during the program as time permits.

Alumni Panelists:
Shawna Aufman, CFA (B'04, GB'10) - Vice President, Portfolio Manager, C.S. McKee, L.P.
Robert Fragasso, CFP®, AIF® (E'67) - Chairman and CEO, Fragasso Financial Advisors
Matthew Helfrich, CFP® (B'03) - President, Waldron Private Wealth

More information.