Panel Workshop Details

Mon., May 14, 9:45 AM - 10:30 AM PST
Monday

Protecting and Growing Your Portfolio in an Aging Bull Market (Women on Wealth)

Research shows that women investors are more likely than men to seek out investments that offer growth potential while also limiting the danger of sharp losses. That emphasis on downside protection is an especially smart approach today, given the risks associated with the aging bull market. This panel will discuss specific strategies and investment picks that will allow you to dampen risk without giving up solid gains, including global investments, fixed-income, alternative assets, low-volatility stocks, dividend payers, options and more.

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Mary Anne Aden

Co-Editor

The Aden Forecast

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Janet Brown

President

FundX Investment Group

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Marilyn Cohen

President & CEO

Envision Capital Management, Inc.

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Annell Danczyk, CFA

Senior Portfolio Manager

Stack Financial Management