Challenges of Investing in an Election Year

Challenges of Investing in an Election Year

     Program Date: June 22, 2016
     Time: 2PM-3:30PM EST
     Access: Available for 3 months



Clients and friends of Heron Financial Group | Wealth Advisors can listen to the replay here.

Join in this lively and timely webinar panel discussion featuring Grace Uniacke, CAIA, research analyst at Massey-Quick, and David Edwards, President of Heron Financial Group, sharing their observations on this year's presidential election and its impact on the economy:

  • What would a Clinton administration look like?
  • What would a Trump administration look like?
  • What are the short and long term implications for the stock market?
  • What tools can investors use to forecast the November outcome?

Investors will gain insights into the issues they need to think about when making investments and can take part in a live audience Q and A, moderated by the Financial Planning Association's Knowledge Circle host, Ray Benton.

GraceUniacke

Grace Uniacke, CAIA, is a member of the Investment Research team at Massey Quick, an RIA based in Morristown, N.J. where she is responsible for supporting the team by preparing and maintaining research profiles of current and prospective investment managers across traditional equity, fixed income and alternative strategies. She regularly participates in manager due diligence calls and assists in the operations of two of Massey Quick's private fund offerings.

DavidEdwards

David Edwards founded Heron Financial Group | Wealth Advisors in 1993 where he works closely with individuals & families making sure that clients are on track to achieve their financial goals. He was previously associated with Morgan Stanley, JP Morgan and Normura Securities developing investment products and quantitative trading models. David was a guest contributor of over 100 columns to TheStreet.com, is a frequent guest commentator on Bloomberg, CNNfn and First Business, and is a member of the New York Society of Security Analysts and the Investment Adviser Association.