Investment Strategies for Volatile and Uncertain Markets

Even during turbulent times, you can more comfortably ride out a financial storm if you’re prepared and have sound financial strategies in place.

SURVIVING MARKET SWINGS.

Your plans for the future shouldn’t have to depend on daily fluctuations in the stock market. Gains and losses are part of investing.

By using deliberate, time-tested approaches, you may be able to pursue your goals without feeling as though you need to constantly adjust your portfolio to react to today’s news.

ABOUT THE WEBINAR

There’s no way to know when the defining moments will be, but you can count on market swings to challenge your patience as an investor. It’s generally a case of when and not if it happens.

Expecting volatility and having a sound financial strategy in place may be the best defense when events roil the markets. This presentation may also help prevent you from making emotion-based investment decisions.

In this one-hour presentation, you will learn:

Steps to building a stronger portfolio

Assessing your investment options

Factors that influence the economy and the financial markets

Utilizing fundamental tactics to enhance your investing potential

How events have influenced stocks

Developing a sound financial strategy

Overcoming risky behavior

Keeping expectations in check and preparing for the unexpected

ABOUT THE SPEAKER REM OCULEE

Founder and CEO of Confidence Wealth Management

Since 1990, Rem has worked extensively with the financial and investment industry. Rem’s research into a variety of large and complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth Management through various economic conditions and investor trends. His focus is on advanced strategies and solutions, as well as technological advances in the financial world’s ever-changing landscape. Although this webinar is designed as an introductory step in the process of helping you become smarter about your money and investments, we have leveraged Rem’s 30 years of experience to provide his insight throughout this presentation.

HANDLING VOLATILE MARKETS

Political uncertainty, international conflicts, interest-rate decisions, and economic shifts — here and abroad — can spur volatility in the financial markets.

When developing your financial strategy, it’s important to consider how overall economic conditions might affect your investment portfolio — now and in the future. You should position yourself financially for a range of possibilities, taking into account the factors that may influence the economy and the financial markets.

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Confidence Wealth Management LLC (CWM) is a registered investment adviser in Nevada. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the Nevada Department of Insurance, license no. 3558680. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. Confidence Wealth Management LLC, its affiliated companies, and their representatives do not give legal or tax advice. This video may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the video is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this video is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the video and may not be valid, may change, and/or may not be true any longer as time passes. Any information given is to be considered general and should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.