2022 brings uncertainty with higher inflation, slower growth risks, and low yields. The focus for investors turns to detecting risks that have been already factored into the markets—such as stagflation—as compared to those which have yet to emerge. There are several reasons why investors should be concerned: Covid relief programs are ending, Fed policies will likely be shifting, corporate profit growth may lose steam, market valuations are lofty, and stocks may simply be unable to repeat the past two year's stellar performance. So where should investors be looking for opportunity?
Join Terri McGray, President of Longevity Capital Management, who shares various outlooks from Global Chief Economists and Heads of Macroeconomic Strategies from her key investment partners to provide a look at what 2022 and beyond may hold for investors. This collaborative view is collected from global macroeconomic forecasts and financial trends. Terri will share an analysis of the economy and capital markets and identify potential opportunities and risks.
Learning Objectives:
Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771
Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.
Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.