June 6, 2023
115 East Prospect Avenue
Danville, CA 94526
Buzz Session 2023: Investment Strategies That Tend to Work Well in a Volatile Market
Tuesday, June 6, 2023
Sponsored By: Robertson Stephens Wealth Management
Guest Speaker: John Lau, CFP®, CPA
Global markets have been mired by inflationary pressures, geopolitical disruption, and the threat of a potential recession for much of 2022. What lies ahead for 2023? Will there be a global recession or will the Fed be able to engineer a soft landing? At this workshop, John Lau CFP®, CPA will present some of the practices and strategies he believes work well in volatile markets, including: Using a tilt model of asset allocation vis-à-vis the conventional static model, How position sizing and stop losses may help reduce portfolio volatility, How letting your winners run and stopping your losers short may help outperform, and How to stay in cash and potentially earn above-average yields.