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Year-End Market Insights: The Federal Reserve, Elections, and Volatility Explained
Course Information
Content Level: Advanced
NAPFA Subject Area: C - Investments
Course Description

In this comprehensive webinar, advisors will gain critical insights into the major events shaping the financial markets as we approach year-end.  Understanding these factors is essential for advisors today because they directly influence market dynamics and investment strategies. This knowledge will enable advisors to provide informed guidance, helping clients navigate uncertainty, optimize portfolios, and mitigate risks in a volatile market environment.

This Partner Solutions webinar is sponsored by Sevens Report Research.

Learning Objectives
  1. Learn key takeaways from the September meeting of the Federal Reserve, and their impact on financial markets.
  2. Understand the current status of the November election and its potential effects on the financial arena.
  3. Gain a better understanding of the influence of renewed market activity and volatility expected at the end of summer.
Speaker

Tom Essaye 

Tom Essaye, founder and president of Sevens Report Research, is a professional trader with over 10 years of experience in trading equities, commodities, currencies, and bonds. He began his career on the NYSE floor with Merrill Lynch’s Institutional Equity Trading division, handling multi-million-dollar orders for major mutual and hedge funds.

In 2005, Tom co-founded a global macro hedge fund, excelling in trading and research. Tom launched Sevens Report Research with the mission of delivering concise, timely market analysis that equips financial professionals and self-directed investors with the intelligence they need to save time, stay informed, and outperform the competition.

Summary
Availability: On-Demand
Access expires on 12/31/2024
Initial Cost: Member: $0.00
Non-Member: $19.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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