October 2018: Beta Wealth Group’s Senior Portfolio Manager, Giri Krishnan talks about why cash on hand in your portfolio is important.
September 2018: Are there any investments that avoid the ongoing political chatter? This was a question asked at our last Economic Outlook event. First, we would say that, it’s our job to navigate the chatter for our clients. We constantly monitor the chatter and other factors that could affect a portfolio. That’s why you’ve stood behind us for years. That being said, JP Morgan Asset Management did mentioned an specific type of investment that does avoid the changing political landscape. Listen in.
September 2018: U.S. versus international funds and equities exposure in your portfolio. Was last year’s outperformance an anomaly? Watch this quick video segment from our last Economic Outlook event.
August 2018: When is the next interest rate hike? How many more will we see this year? During the Beta Wealth Group’s Economic Outlook Event on May 31st, asset managers from Western Asset Management and JPMorgan Asset Management shared their view on when and how many rate hikes we’ll see in the future. Here’s a video clip with their answers from the event.