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Embracing Your Asset Allocation Opportunity
Course Information
Content Level: Intermediate
NAPFA Subject Area: C-Investments
Course Description

The traditional 60/40 portfolio has given clients everything they have wanted and more over the past 20 years, until 2022. Inflation and a less accommodative Federal Reserve have proven to be headwinds for both stocks and bonds. In this webinar, the panel will discuss impactful asset allocation decisions that can drive real returns while keeping clients’ risk in check.

This is a Partner Solutions webinar sponsored by Aptus Capital Advisors.

Learning Objectives
  1. Understand the sequence-of-returns risk and the balance between sufficient returns and reducing drawdowns
  2. Learn the potential headwinds facing traditional portfolios of stocks and bonds
  3. Review the overall market environment’s impact on asset allocation decisions
  4. Determine end-of-year strategies and considerations that help mitigate taxes and a negative year with portfolios

JD Gardner, CFA CMT

JD Gardner holds an undergraduate degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and the Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, he saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.

Joseph Sykora, CFA