Breakout Session

Economic and Market Update

Level of Complexity: Intermediate

Presenter(s)

• 

  Brad McMillan, CFA, CAIA, MAI

  Managing Principal, Chief Investment Officer
  Commonwealth Financial Network

In the first quarter of 2019, economic worries multiplied. A weak job report, an inversion of the yield curve, and signs of slowing growth took confidence and markets down and then back up. Since then, looking back from October, the economy and markets continued their recovery or did they? And, regardless of what happened through mid-2019, how can we tell what is likely for the end of 2019 and for 2020? In this session, Brad McMillan, CIO of Commonwealth Financial Network we will discus what economic statistics matter and why, as well as what they are saying about the economy and the market right now.

Learning Objectives:

• Identify the fundamental drivers of the economy and markets and why those drivers have the effects they do.
• Analyze the effects of significant market downturns on portfolios.
• Predict the potential impact of economic factors on current markets.