1Source: Retail Investor Survey, Betterment, 2024.
Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.
Earn Free CFP CE Credits with our course on the stock market during presidential election years. Learn key strategies to navigate market volatility and protect your client's portfolios.
Join us for a timely and insightful webinar where Orion OCIO’s Chief Investment Officer, Tim Holland, CFA® engages in a dynamic conversation with Steve Pavlick, Head of Policy Research at Renaissance Macro Research, on the upcoming election and what it might mean for the US stock market and economy. From the race to the White House, to the battle for control of Congress, Tim and Steve will explore the policy proposals and positions of the major candidates and parties; what the polling says about the state of the race today and how the vote could impact major and minor market sectors – and your client’s portfolios.
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1Source: Retail Investor Survey, Betterment, 2024.
Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.
2216-TSC-8/28/2024
57%
A recent survey from Betterment1 makes clear the importance of financial advisors being prepared to discuss the election with their clients.