WEBCASTS

Approaching 2025, How Should Advisors Think About Portfolios

As advisors begin to plan for 2025, understanding the trends, charts, and macro economic realities is critical. Finding the right tactical approach to 2025 means understanding where the market is and where they could be heading.

Join the experts at State Street Global Advisors, Potomac, and Stringer Asset Management for an overview of the 2025 outlook and set yourself up for success in the new year.

December 5, 2024

11am PT | 2pm ET

1 CE Credit

SUMMARY

Topics will include:

A quantitative and technical analysis of the markets
An overview of the macro outlook for 2025
An exploration of tools and strategies that could help advisors position for success

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 Russo, CMT

Portfolio Manager
Potomac

Gary Stringer, CFA

President and Chief Investment Officer
Stringer Asset Management

Todd Rosenbluth

Head of Research
VettaFi

Disclaimer
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Important Disclosures

For Investment Professional Use Only.

Important Risk Information
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.
State Street Global Advisors and its affiliates have not taken into consideration the circumstances of any particular investor in producing this material and are not making an investment recommendation or acting in fiduciary capacity in connection with the provision of the information contained herein.

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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