Whether you manage your own portfolio, or have a professional money manager, you will want to attend this informative seminar to 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 specific areas of opportunity. More than just sharing charts, trends and macro-economic data, the speaker will discuss the drivers behind market movements, point out specific risks to understand and highlight interesting types of value opportunities in both income and equities.
Randy Beeman has more than 15 years of experience managing financial assets for individuals, retirement plans and businesses. Randy joined YHB | Wealth Advisors in January of 2018 and serves as the Director of Wealth Management.
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.