Meeting Information
Date:
Tuesday July 14, 2020
Time:
4:30pm - 6:30pm
Location:
Zoom Meeting

Instructions will be sent to you after registration
Directions:

Meeting capacity:

63

Suggested Donation:

$5.00
Agenda:
Bail or Buy? - A Special Presentation by CNBC's Sam Stovall, Chief Investment Strategist at CFRA Research
and Author

We had a sneak preview and here is some of what you will learn:
- Who is Sam Stovall – A Career That Followed a Circuitous Course to Now - A student of Stock Market History
- Why you may be your portfolio’s worst enemy
- Is Investing Gambling? Annual S&P 500 Total Returns Since 1926
- The Seven Rules Boiled Down to Three Investment Tenets
- CFRA-Stovall Seasonal Rotation Custom Indices
- CFRA Model Portfolio Performances
- DECLINES & RECOVERIES: Pullbacks, Corrections & Bear Markets and more.

So bring your questions for Sam and be sure to join us!

Sam Stovall's Bio:
As chief investment strategist at CFRA Research, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market and sectors. He is the chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. He is the author of The Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market, and writes weekly Sector Watch and Investment Policy Committee Meeting Notes on CFRA’s MarketScope Advisor platform. His work is also found in CFRA’s flagship weekly newsletter The Outlook.

Prior to CFRA, Stovall worked as chief equity strategist of S&P Capital IQ. There, he served as analyst, publisher and communicator of S&P’s outlooks for the economy, market, sectors and stocks. He was the chairman of the S&P Investment Policy Committee, where he focused on market history and valuations, as well as industry momentum strategies. Stovall joined S&P in April 1989. Prior to S&P, he served as editor-in-chief at Argus Research, an independent investment research firm in New York City.

Stovall received an MBA in Finance from New York University and a B.A. from Muhlenberg College. He is also a Certified Financial Planner.

Also Guest appearance by David Boligitz of Pacer Financial - Managing Director for NY, NJ and PA, covering RIA and Independent BD’s. He is dedicated to providing financial advisors with innovative investment solutions, understanding the importance of addressing client concerns and building lasting client relationships. His favorite part of financial services is building relationships and helping advisors grow their book of business.


ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.


For meeting information, please contact:

Doug Zucker

dzucker@trustedadvisorscorp.com
(914) 319-0295
Attendees
63
Please login/register in order to RSVP and see the participants list.