WEBCASTS

An Advisor’s Guide to Resilient Portfolios in 2025

Monetary and fiscal policy is about to change drastically. Market gains are likely to not be as concentrated as in 2024. Accordingly, investors need to rethink how they are approaching their portfolios.

Join experts from State Street Global Advisors, Richard Bernstein Advisors, and Auour Investments and discover how you can best prepare your portfolio for challenges and opportunities in 2025.

February 25, 2025

11 AM PT | 2 PM ET

1 CE Credit

SUMMARY

Topics will include:

An overview of the likely changes to monetary and fiscal policy and their impact.
An exploration of how 2025 will be different from 2024.
How to build a resilient portfolio for the current market environment.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Matthew Bartolini, CFA, CAIA

Head of SPDR® Americas Research
State Street Global Advisors

Dan Suzuki, CFA

Deputy CIO
Richard Bernstein Advisors

Joseph Hosler, CFA

Founder & Managing Principal
Auour Investments

Roxanna Islam, CFA, CAIA

Head of Sector & Industry Research
VettaFi

Todd Rosenbluth

Head of Research
VettaFi

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Important Disclosures

FOR INVESTMENT PROFESSIONAL USE ONLY.

Important Risk Information
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

Intellectual Property Information: The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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Exp. Date: 1/31/2026