We’re In D.C.! What’s Happening At The Schwab Impact Investment Conference

It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C.

It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops.

It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, who offered candid and incisive comments on market volatility and whether an economic recession is headed our way. Former White House Chiefs of Staff Andrew Card and Denis McDonough shared what it was like to be at the President’s side during key moments of 9/11 and the Navy SEAL strike against Osama Bin Laden.

I’m picking up plenty of insights to share with you about techniques to cut your tax bill, charitable giving strategies (the room was packed!), smart investing in a climate of rising interest rates, behavioral economics, and derisking portfolios.

Plus, what could be more valuable than gathering first-hand insights on this tumultuous week in the market from top economic and investment experts, topped by Janet Yellen herself?

I’m returning to Florida later this week, and look forward to sharing key takeaways with you then!

 

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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