Asset Allocation
Asset allocation for 2024

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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Between election volatility and high interest rates, there's a lot to consider when building portfolios for 2024. How much does diversification matter in equities? And can fixed income live up to its name? Join portfolio managers Michelle Black, John Queen and Will Robbins as they provide actionable insights into asset allocation for the year ahead.



John R. Queen is a fixed income portfolio manager with 34 years of investment experience (as of 12/31/2023). He holds a bachelor's degree in industrial management from Purdue.

Michelle Black is a solutions portfolio manager with 29 years of investment industry experience (as of 12/31/2023). She holds a bachelor’s in business administration from the University of Southern California. She also holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, is a member of the Investments & Wealth Institute and serves on the CIMA commission.

William L. Robbins is an equity portfolio manager with 32 years experience (as of 12/31/2023). He holds an MBA and a bachelor's degree from Harvard.



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Featured Speaker
John Queen
Portfolio Manager
Michelle Black
Solutions Portfolio Manager
Will Robbins
Equity Portfolio Manager

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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