Wealth Management Update and Q&A...2020/10/28  · The information provided herein is for...

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The information provided herein is for informational purposes only and should not be construed as financial, investment, tax, accounting or legal advice. expertise. Wealth Management Update and Q&A October 28, 2020 Presented by: Daniel Yu, CFA ® , AIF ® , Chief Investment Officer Robert Elzholz, CRPC ® , AIF ® , AAMS, Senior Investment Manager Kelsea Raether Sona, President of the New Mexico International School Foundation

Transcript of Wealth Management Update and Q&A...2020/10/28  · The information provided herein is for...

Page 1: Wealth Management Update and Q&A...2020/10/28  · The information provided herein is for informational purposes only and should not be construed as financial, investment, tax, acc

The information provided herein is for informational purposes only and should not be construed as financial, investment, tax, accounting or legal advice.

expertise.

Wealth Management Update and Q&A

October 28, 2020 Presented by:Daniel Yu, CFA®, AIF®, Chief Investment Officer

Robert Elzholz, CRPC®, AIF®, AAMS, Senior Investment ManagerKelsea Raether Sona, President of the New Mexico International School

Foundation

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• Welcome• NM International School Foundation Update• Review of Gains in the Market• The Cost of Liquidity• Questions & Answers

agenda.

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NMIS Foundation Update

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The New Mexico International School Foundation is a 501(c)(3) non-profit foundation formed to promote and support education for New Mexican children, the New Mexico International School,

and other educational organizations.

Founded in 2016

Presentation By: Kelsea Raether Sona, NMISF President

[email protected]

mailto:[email protected]
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ABOUT NMISF

Donation Supported Funding Priorities

Suzuki Violin Program

Enrichment Classes (Aikido, Yoga, and Coding)

Expanding into the 6th, 7th, and 8th Grades

After School Sports

And More!

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HOW CAN YOU HELP US?DONATIONS FUNDRAISING SPONSORSHIP

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CONTACT US

Website: nmisf.org

General Email: [email protected]

NMISF President: Kelsea Raether [email protected]

https://www.nmisf.org/
mailto:[email protected]
mailto:[email protected]
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Review of Gains in the Markets

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• Concentrated in a Few Names • Sector Dispersion High• Trend Acceleration

Recent Market Gains

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Concentration

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Sector Dispersion High

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Trend Acceleration

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The Cost of Liquidity

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Consumer Confidence by Political Affiliation

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Government Control, the Economy and the Stock Market

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Annual Returns and Intra-Year Declines

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Market Volatility

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Fund Flows

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Cash Account Returns

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The Fed and Interest Rates

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Interest Rates and Inflation

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Consumer Finances

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Time, Diversification and the Volatility of Returns

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Diversification and the Average Investor

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Q&A

[email protected]

Robert Elzholz, CRPC®, AIF®, AAMS, Senior Investment Manager

[email protected]

Daniel Yu, CFA®, AIF®, Chief Investment Officer

Kelsea Raether Sona, President of the New Mexico International School Foundation

mailto:[email protected]
mailto:[email protected]

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