Adaptiv™ Investment Management System Insights from 2022 and 2023 Gameplan

Embark on a captivating journey with the Client First Investment Management team through the '2022: The Year In Review' Education Series, where Kevin, Dan, and Ian take center stage in a riveting Q & A Panel Discussion.

Topics discussed include uncovering the intricacies of the Average Retail Investor Experience, navigating the Importance of Risk Management, and unraveling the impact of Seasonality on markets, including Santa Claus and the Power of January. Delve into the post-midterm Elections landscape, ride the waves of 60/40 Portfolio Volatility, and explore the treasure trove of wisdom on the Dollar, International Equities, and Value Stocks.

Join Client First to unravel their strategic Game Plan for 2023 and where they address the following questions:

• What areas provided safety during 2022 and what is the game plan for 2023?
• What clues did the end of December & beginning of January provide about the rest of the year?
• After 40 years of falling interest rates, will that continue, or is now the time to invest in bonds?
• Will stocks remain the “best game in town”? Is the 60/40 portfolio dead?

Presentation by the following individuals:

• David Zarling, CMT® , Partner, Head of Investment Strategy & Research
• Ian McMillan, CMT®, Market Technician
• Dan Gorghuber, CMT®, Market Analyst
• Kevin Firari, CMT®, Research Analyst

Agenda:

• 2022: The Year In Review
• Average Retail Investor Experience & Importance of Risk Management
• Seasonality: Santa Claus, the Power of January, post-Midterm Elections
• 60/40 Portfolio Volatility, the Dollar, International Equities, and Value Stocks
• What’s Our Game Plan For 2023
• Q & A Panel Discussion with Kevin, Dan, and Ian

This Presentation is part of our FREE Education Series. View more >

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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. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.