As we turn the page on one of the most tumultuous years on record, you’ve got to ask yourself, is it time for a portfolio makeover? 2020 and the pandemic, global recession, stunning market collapse, and surprisingly rapid recovery reinforced the notion that it’s impossible to know exactly what lies around the bend.

Terri McGray, CFP, AIF, has managed money and navigated investors through market turbulence for over thirty years. Her focus is on helping individuals get to and through retirement. She will share thoughts and opinions from various leading investment strategists, accessing her networks of specialized managers and macro advisors to analyze risks and opportunities in the U.S. and global markets to give you a road map to track towards investment success as we get on the other side of the pandemic.

Learning Objectives: 

• Determine what the massive federal debt means for investors and the future for higher taxes


• Determine how rising inflation risks threaten core asset allocation strategies


• Identify why a buy-and-hold approach could be disastrous in this kind of environment


• Determine how to build and secure retirement savings beyond Target Date Funds


• Identify what rising interest rates mean for the bond market


• List the five key themes to consider as you set expectations going forward