Adaptiv™ Investment Management System Insights from Q3 2022

Enjoy the insightful Education Series from the Client First TrueHolistic™ Financial Planning team where they participate in an engaging Q&A Panel giving a comprehensive financial exploration covering topics such as navigating market signals, understanding the current market environment, identifying key market levels, and crafting effective strategies in response to the impact of midterm elections, seasonality, and potential issues with the traditional 60/40 portfolio.

Gain a deeper comprehension of the S&P 500, and develop a robust game plan tailored to the current financial landscape. The Financial Planning team address pressing questions about the 2022 market correction, the influence of midterm elections, utilizing the Adaptiv System™ for diverse market conditions, evaluating bond safety during corrections, and identifying market developments that may pose risks to retirement accounts.

The following key questions are addressed:

• Is the 2022 market correction over, or is there something bigger on the horizon?
• What impact will the mid-term elections have on this market?
• How do we use the Adaptiv System™ to gameplan for different environments, including corrective markets?
• Are bonds a safe asset to own during major corrections?
• What market developments pose a risk to retirement accounts going forward?

Elevate your financial knowledge and enjoy a rewarding educational experience.

Presentation by the following individuals:

• David Zarling, CMT® , Partner, Head of Investment Strategy & Research
• Ian McMillan, CMT®, Market Analyst
• Kevin Firari, Research Analyst

Agenda:

• Focus on the Signal. Avoid the Noise.
• The Current Market Environment
• Key Market Levels & Hitting the Sell Button
• Midterm Elections & Seasonality
• Problems with the 60/40 Portfolio
• Understanding the S&P 500
• Q&A Panel
• Game Plan for the Current Environment

This Presentation is part of our FREE Education Series. View more >

We help people secure the financial confidence they deserve.

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.