New market-driving forces are in play. And they’re driving opportunity.
For the remainder of the year, we expect the market to remain volatile as the changes in tax code, unsettled and changing tariff policies, deregulation, and increased government spending continue to play out. The current political environment and the uncertainty of midterm elections further fuel the continuation of a dynamic market. But amid the chaos, there are opportunities for investors to protect and grow their portfolios.
A quick look at what to keep an eye on.
In this video, you’ll learn why a return to fundamentals and embracing rather than fearing volatility is the best way to create a well-balanced portfolio. You’ll also hear from a panel of Wealth Management executives on where they see the opportunities in such a market. You’ll learn:
- Why to focus on fundamentals
- The good news for stocks
- The new role bonds will play
- The continued effects of tax law
- Why volatility points to opportunity
Learn why and where volatility is creating opportunity.
The Midyear Outlook 2018 Report, prepared by LPL Financial, is a must-read for investors wanting to know how to better grow and protect their portfolio in today’s market. It explains the driving forces in play, the impact they’re having and the opportunities they’re creating. It provides you with both an overview and strategic insights. You’ll learn:
- Why tax cuts and government spending will outweigh the impact of tariffs
- The nine investment ideas we recommend in the near term – and four we don’t
- Why we still like bonds – but with a new purpose
- Why we favor small-cap stocks – and still believe earnings haven’t yet peaked
- Why we say embrace and strategize for volatility instead of fearing it
Rebecca K. Robinson, CPA, CFP®
Director of Enterprise Wealth Management
Rebecca oversees Zions Wealth Management businesses including trust and fiduciary services, advisory, insurance and wealth planning. Prior to this role, she was the President of Zions Trust, NA and the Managing Director of Wealth Planning. As the Director of Enterprise Wealth Management, Rebecca is committed to leading a planning-based organization that considers the unique needs of the individuals we serve. Rebecca holds a Master of Professional Accountancy and BS, Business Accounting from the University of Utah. She’s also a Certified Public Accountant (Maryland) and is a CERTIFIED FINANCIAL PLANNERTM professional.
Anthony Valeri, CFA
Director of Investment Management
Anthony specializes in portfolio construction, asset allocation, client communication, and investment analysis in support of wealth management. Before coming to Zions, Anthony was a Senior Vice President and investment strategist at LPL Financial where he was responsible for developing and articulating investment strategy. Anthony is a Chartered Financial Analyst (CFA) and received a Bachelor of Arts degree in Quantitative Economics & Decision Sciences from the University of California at San Diego.
Christopher T. Considine JD, CFP®
Director of Wealth Planning
Christopher specializes in helping clients develop and implement multi-generational wealth plans focusing on client challenges in the areas of trust & estates, income and estate tax, retirement planning, philanthropic planning, cash flow and net worth planning, asset protection, and business succession Planning. As the leader of the Zions Wealth Planning group, he manages a team of planning professionals dedicated to helping our high net worth clients work towards achieving their financial goals. Christopher obtained his Juris Doctor Degree and is also a CERTIFIED FINANCIAL PLANNERTM professional.
Succeeding in an unsteady market requires a steady strategy.
Speak with a Wealth Management Advisor to see how to best invest in a volatile market, specific to your long-term goals by calling (858) 623-3608.
Trust and fiduciary investment services are offered through Wealth & Fiduciary Services, a part of Zions Wealth Management, a division of ZB, N.A.
Investments are not insured by the FDIC or any federal or state government agency, are not deposits of or other obligations of, or guaranteed by, ZB, N.A. or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.
