SU19-06 Successful Strategies For Today’s Market
This class will provide a broad look at the current state of today’s financial markets. We will not only address the risks investors face but will also outline opportunities that wealth managers look for when allocating portfolios. Themes to be discussed will include: tax-advantaged investing, investing for income in a low-interest-rate environment, analysis of investor behavior, the benefits of having a financial plan, the state of corporate earnings, and, of course, where to seek opportunities when markets are trading at all-time highs
Bob Latessa is a graduate of Harvard University with a degree in government. He is a financial advisor with Morgan Stanley Wealth Management. Bob is a native of Bradenton and the head wrestling coach at St. Stephen’s Episcopal School also in Bradenton.