Global stocks sank in March of this year as the spread of COVID-19 nearly closed the world economy. At the same time, interest rates plummeted and bonds experienced significant volatility. Shortly thereafter in April, markets recovered faster than anyone could have possibly predicted. In this session, Raffa Wealth Management will outline the critical lessons learned and discuss what actions associations should be considering now, such as: is it time to sell stocks, are bonds safe, should we rebalance, and how can we safely earn more in fixed income?
Presenter: Dennis Gogarty and Mark Murphy, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 1
Type of Delivery Method: Group-Internet
Learning Objectives: Nonprofit and Association leaders will obtain actionable guidance to bring smart discipline to their decision-making process for managing investment reserves during volatile times.
Program Level: Basic
Advanced Preparation: NONE