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coronavirus and the market
            Timely insights for you 

Photo by Simon Abrams on Unsplash

UPCOMING WEBINARS


JOIN CITY NATIONAL ROCHDALE'S WEEKLY MARKET UPDATE WEBINAR:

Here at Summit Financial, we continue to speak to outside professionals to get multiple viewpoints on how best to navigate the markets under the current conditions.

Given the volatility of today’s financial markets, City National Rochdale has extended an invitation to allow our clients the opportunity to listen in on their weekly state of the market call/webinar every WEDNESDAY at 10:00AM PDT (1:00 PM EDT) and continuing for the foreseeable future. Hear their latest thoughts on how the markets and economy are reacting to the COVID-19 pandemic and what to expect ahead as governments take action to address the crisis. Join in to hear directly from CEO and CIO, Garrett D’Alessandro, Senior Portfolio Manager, Tom Galvin and Senior Portfolio Manager Charles Luke on market expectations.

 

*Please note this weekly webinar is in replacement of the weekly Monday calls they were hosting. Those will no longer take place.

 

CLICK LINK HERE TO REGISTER

Please note we also have all the webinar links on our website (upcoming and on-demand) within 72 hours of the webinar.

You may join up to 15 minutes prior. Call will last approximately 1 hour.

Stay safe and be well,

Your Team at Summit Financial

CLICK HERE- Weekly Market Update Webinar

It will begin at 1:00 p.m. PDT /4:00  p.m. EDT; you may join up to 15 minutes prior.

 


PREVIOUSLY RECORDED WEBINARS

The webinars are now available on-demand. To watch the replay and download the slides, please use the link below to access the webinar at any time:


CLICK-HERE- 5-4-20 Call- Kezia Samuel- Assetmark

Click Here-4-17-20 CALL-Kezia Samuel - Assetmark

Listen to Kezia Samuel, AssetMark’s -Director of Client Portfolio Management, as she provides her perspective on:

 What we know so far - how are markets responding?

What will it require to sustain a recovery and rally in markets?

How should long-term investors respond?

Assetmark and Triad Advisors are not affiliated.

Summit Financial Webinar Recording

Russell Martin, a CFA and CFP at City National Rochdale, provided a webinar for Summit Financial clients only on the recent market volatility, reviewed the impact of Coronavirus on the US and Global economy, and discussed how City National Rochdale has positioned portfolios for this time.

Please click this URL to join. 

CLICK HERE- LINK TO RECORDING OF WEBINAR

From the Friday, March 27, 2020 Webinar
 


Special Market Update Webinars

Given the volatility of today’s financial markets, City National Rochdale has extended an invite for you to join this special Market Update where they will discuss how COVID-19 and multiple other factors have caused excessive volatility and impacts to earnings growth in the S&P 500.

A replay of last Wednesday’s webinar with CEO Garrett D’Alessandro and CIO Matt Peron can be found here:

From Wednesday, March 25th Webinar

Approx. 1 Hr.

CLICK HERE- TO LISTEN TO ON-DEMAND WEBINAR


 

CLICK HERE   "Double Trouble Ends Bull Run - Preparations to Weather the Storm" Previously Recorded Webinar - March 18, 2020

The historic 11-year Bull Run has come to an abrupt end driven by the spreading coronavirus and an unexpected oil shock. Tune in to hear directly from CEO Garrett D’Alessandro and CIO Matt Peron on market expectations and portfolio actions underway to weather the storm.

PLEASE NOTE- Once you hit link it will ask you to register before you can listen to the recorded webinar.

This session will run approximately 1 hour.

City National Rochdale and Triad Advisors are not affiliated. 


CLICK HERE

Covid-19 Market Update Previously Recorded Webinar - March 13, 2020

PLEASE NOTE- Once you hit link it will ask you to register before you can listen to the recorded webinar.

Recent events around the globe, including the impact of COVID-19, have contributed to a week of market volatility.

This session will run approximately 1 hour.

City National Rochdale and Triad Advisors are not affiliated. 





We want to hear from you! If you have feedback, additional questions, comments, or to suggest a topic for a future webinar, please send an email to info@thewiseinvestor.net.

 

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