With virtually all asset classes having experienced one of the worst down years in recent memory in 2022, and the New Year starting off strongly to the upside, what will the investment markets most likely look like for the balance of 2023? Whether you manage your own portfolio, or have a professional money manager, you will want to attend this informative seminar to understand the forces at work driving future movements in the investment markets, increase your investment knowledge and ensure your portfolio is properly positioned to take advantage of future market opportunities, while also minimizing risk.
We will take an in-depth look at the historical and current market situation both domestically as well as globally, and help attendees position their portfolio to minimize risk and profit from the possible future outcomes. More than just sharing charts, trends and macro-economic data, the speaker will discuss, in plain English, the drivers behind market movements and point out specific risks as well as potential opportunities.
Additionally, you will hear about opportunities for investment in 1031 exchanges, opportunity zone funds and the benefits of establishing a 401k for yourself and employees.
Learn more about the YHB & Glass Jacobson Wealth Advisors partnership here.
Randy Beeman has more than 24 years of experience managing financial assets for individuals, retirement plans and businesses. Randy joined YHB | Wealth Advisors in January of 2018 and served as the Director of Wealth Management. He became a Director at Glass Jacobson Wealth Advisors when the companies merged in 2022. He was a co-founder of the Wise Investor Group in Reston, Virginia and co-hosted The Wise Investor Show on WMAL 630 AM and 105.9 FM in Washington, D.C., and the Midweek Update podcast heard on iTunes. Randy was named to the list of Barron’s “Top 100 Financial Advisors” in the United States each year from 2009 to 2013. He is the co-author of Value Returns: Wise Investing for the Next Decade and Beyond.
Prior to entering the professional wealth management field, he enjoyed building entrepreneurial business ventures from start-up to eventual sale and providing accounting services for public and private firms. Randy received a bachelor’s degree in accounting from the University of Maryland and an MBA in finance from Shenandoah University.
Richard is the director of retirement plan services at Glass Jacobson. He brings more than 20 years of investment and retirement plan consulting experience to the team.
Prior to Glass Jacobson, Richard was the retirement business development officer at PNC Bank, where he worked directly with plan sponsors in the Greater Maryland and Central Pennsylvania markets. Richard also spent 13 years at T. Rowe Price in their U.S Intermediary Channel, where he supported many of their Bank and Insurance clients.
Richard earned his bachelor’s degree from Towson State (University) in economics & political science. He is an investment advisor representative and an accredited investment fiduciary.
In his spare time, Richard enjoys photography and is also involved with his children’s community theater organization in Annapolis, where he designs and builds sets for musicals and other various productions. He resides in Davidsonville with his wife and children and their rescue dog, Rosie.
Chris Yost is a Senior Vice President at Cantor Fitzgerald Capital, a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor. Chris brings over 23 years of experience in the financial services and the alternative investment industry. Chris works directly with registered representatives and investment advisors covering all channels in the great states of Pennsylvania, Delaware, Maryland, D.C, Virginia, West Virginia Ohio & Michigan.