My July 8 presentation at the New York Institute of Finance, "Introduction to Wealth Management," is available. It provides links to free websites so you can update the information in real time.
Leave a comment with your email address to receive your copy.
3 comments:
Hi Deborah, I took the wealth management course last week. I wanted to ask you for the pptx but I lost your e-mail. I hope you can send it to me, thanks. My e-mail is ponchoaguirre123@gmail.com
With all the market changes in the last 30 days, what is your current thinking?
Dear CC,
There are several reasons to add to your equity position:
1. the yield curve is steeper
2. credit spreads are narrower
3. twenty-nine of the Dow 30 fell yesterday as investors over-reacted to fear
All my best,
Deborah Weir, CFA
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