Join Laurence Black, founder of The Index Standard®, who will show you how to build effective portfolios in an uncertain, volatile world and suggest powerful alternatives to the traditional 60/40 portfolio.
You’ll learn valuable insights into helping clients in today’s economic climate as he:
Examines risk-return profiles of key financial vehicles, including equities and bonds
Shares a simple tool to help visualize the effectiveness of providing protection from market downturns and returns that help keep pace with inflation
Simulates using a fixed indexed annuity (FIA) as a portfolio anchor to help enhance stability and improve risk-adjusted returns
11:00 a.m. CT
You’ll learn valuable insights into helping clients in today’s economic climate as he:
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