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Investment Planning Knowledge Circle: 2022 Outlook - Navigating an Inflationary and Rising Rate Environment

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Includes a Live Event on 01/25/2022 at 1:00 PM (MST)

Speaker Charles Sherry Willl discuss the key themes that are impacting investors as the New Year gets underway, and how markets have historically reacted when interest rates and inflation were rising. 

Charles' goal is to educate, offer perspectives regarding today's environment, and leave attendees with immediate talking points they can share with clients.

Charles Sherry, M.Sc.

Principal

Financial Jumble

Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media. 

He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.

Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.

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Investment Planning Knowledge Circle: 2022 Outlook - Navigating an Inflationary and Rising Rate Environment
01/25/2022 at 1:00 PM (MST)   |  60 minutes
01/25/2022 at 1:00 PM (MST)   |  60 minutes Speaker Charles Sherry will discuss the key themes that are impacting investors as the New Year gets underway, and how markets have historically reacted when interest rates and inflation were rising. Charles' goal is to educate, offer perspectives regarding today's environment, and leave attendees with immediate talking points they can share with clients.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available