Our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®, and CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, will discuss recent market activity including the latest developments in artificial intelligence investing, and how the appointment of a new Federal Reserve Chair may influence different asset classes. Additionally, they will walk through overall positioning in portfolios, share what they have watching closely as we begin 2026, and connect this back to retirement plans with a focus on practical ways to manage risk and stay positioned in today’s financial landscape.
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This webinar is provided for informational and educational purposes only. The information presented is believed to be accurate and up to date, but it should not be regarded as a complete analysis of the subjects discussed. Tobias Financial Advisors does not provide legal advice. Attendees should consult with their attorney before implementing any estate planning strategies discussed. All expressions of opinion reflect the judgment of the speakers as of the date of the event and are subject to change. Individual timelines and experiences may vary based on personal circumstances.