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NOTE: Meeting has been rescheduled from February 16 to February 23.
SPEAKER:
Bob Pugh, CFA, CFP
President and Founder, Insight Wealth Management, Inc.
TITLE:
Syncing the Cycles: Economic and Market Cycles in Investment Planning
DESCRIPTION:
Investors sometimes think that they should wait until the next recession to pull back risk exposure, or until the next recovery to add risk exposure. However, by the time recession or recovery occurs, the train has already left the station. Markets are leading indicators of the economic cycle rather than the other way around. Moreover, these cycles are irregular and not perfectly synced. In this presentation, Bob Pugh will "sync" your understanding of these cycles and discuss how that understanding of these cycles can be applied to your investment analysis. He will conclude the program with a review of current economic and market expectations for the year ahead; additionally, a robust Q&A session is planned, so bring any and all questions!
ATTEND THIS MEETING TO LEARN:
Gain a keen understanding of business and market cycles, and how they relate to each other
How you can successfully use business and market cycle analysis in your investment planning
Hear the current Insight Wealth Management economic and market outlook for the year ahead
BIO:
Bob Pugh is the President & Founder of Insight Wealth Management,Inc. (www.insightwealth.com), and independent Registered Investment Adviser in Gainesville, VA, providing fee-only investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor and a member of the CFA Institute, the Financial Planning Association, NAFPA, Mensa and the National Association for Business Economics. Bob is a past-President of the CFA Society of Washington, DC. He has 30 years of experience as an economist, financial educator, analyst, portfolio manager and financial planner. He taught graduate-level courses in investment analysis for the Johns Hopkins University's (JHU) Carey School of Business, and CFA Exam Review for 20 years. He holds graduate degrees in global political economy from the JHU School of Advanced International Studies, and Financial Economics from UNC-Greensboro.
Provides investment education on stocks, mutual funds, ETFs, and many other types of investments to assist in creating and managing one's wealth. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, aaii.com, the largest individual investor education association.
For more information about our chapter go to aaiidcmetro.com or contact general information at 301-593-4542.
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