CIS Wealth hosted two workshops in March “Record Highs, Record Declines – Now What?” Our guest speaker, Pete Matter from tactical asset manager W.E. Donoghue explained tactical management and how the process works during times of market volatility like we’ve experienced recently. Bob Barber also talked about market trends and how we incorporate defensive tactical management within investment portfolios. We presented this workshop in New Braunfels as well as Houston.
We offered a webinar on this topic for those unable to attend the live events, as well as another webinar “18 Income Tax Strategies for 2018” detailing tax saving strategies that can be implemented in light of the changes from the Tax Cuts and Jobs Act passed by congress in December.
We love to educate our clients and community!