SPEAKER:

Bob Pugh, CFA, CFP

President and Owner, Insight Wealth Management, Inc.

TITLE:

Something Drastically Different

PRESENTATION DESCRIPTION:

The pandemic, fiscal and monetary policies implemented to address it, and a new, incoming President and Congress have drastically changed how investors should look at markets compared to only a year ago. This presentation aims to discern some of those changes and to help investors understand their ramifications for both short- and long-term investment planning. The timing of this presentation is perfect, so get set for a highly informative and engaging presentation!

ATTEND THIS MEETING TO LEARN:

1. How President Biden’s economic policies are likely to differ from those of President Trump and understand how these changes could impact your investment planning.

2. The expected continuity of monetary policy and its relevance to investment planning (don’t fight the Fed) should lead to investors reassessing the risk they are taking in their portfolios.

3. An assessment of the current state of the economy and markets with possible scenarios for their future course and how comprehensive long-term planning can calm investors’ fears.

SPEAKER BIOGRAPHY:

Bob Pugh is the President and Founder of Insight Wealth Management, Inc. (www.insightwealth.com), an independent Registered Investment Adviser in Gainesville, VA, providing fee-only, fiduciary investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor and a member of the CFA Institute, NAPFA, Mensa and the National Association for Business Economics. Bob is a past-President of the CFA Society of Washington, DC (CFAW), and past-Eastern Region Presidents Council Representative with the CFA Institute. He has over thirty years of experience as an economist, financial educator, investment analyst, portfolio manager and financial planner. He taught graduate-level courses in investment analysis and portfolio management for The Johns Hopkins University’s (JHU) Carey School of Business, and CFA Exam review, primarily Level III, for CFAW, the World Bank, Merrill Lynch, Fidelity and others for nearly twenty years. Bob earned graduate degrees in global political economy from the JHU School of Advanced International Studies, and in financial economics from UNC-Greensboro.

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