Private Ocean to Host Virtual Event With Liz Ann Sonders

Private Ocean recently announced that it will be hosting a virtual event with Liz Ann Sonders, Managing Director and Chief Investment Strategist at Charles Schwab & Co. on October 14th at 2:00PM PT.  This event is complimentary and registration is open to the public at privateocean.com.

In this webinar, Ms. Sonders will discuss the latest economic trends and market developments and how they could affect individual investors. Ms. Sonders is known for offering clear, engaging insights into what’s driving current U.S. stock market performance and what may be coming next. Attendees can expect to hear about these topics:

  • The U.S. economic and market outlook in a rapidly changing, COVID-19-affected environment.
  • What’s ahead for key market drivers, including corporate earnings and valuations.
  • Geopolitical developments and what policymakers may do next.
  • Federal Reserve policy and how it may affect markets .
  • The issues that aren’t being talked about, which can be more intriguing than the ones everyone is talking about.

“We are thrilled to have Liz Ann Sonders join us for this exclusive ‘fireside chat’,” said Greg Friedman, CEO of Private Ocean. “We remain committed to offering informative and timely events to help our clients and partners navigate the changing world around us. We look forward to hosting Liz Ann and hearing her insight on what’s to come for investors.”

The event will be moderated by Sarah Wotherspoon, Private Ocean’s Director of Wealth Management. Attendees may submit questions in advance, and, time permitting, there will be a Q&A session after the presentation. Registration is available online at privateocean.com

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IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the  future  performance  of  any  specific  investment,  investment  strategy,  or  product (including  the  investments  and/or  investment  strategies  recommended  or  undertaken by Private Ocean,  LLC [“Private  Ocean”]),  or  any  non-investment  related  content,  made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated  historical  performance  level(s),  be  suitable  for  your  portfolio  or  individual situation,  or  prove  successful.    Due  to  various  factors,  including  changing  market conditions  and/or  applicable  laws,  the  content  may  no  longer  be  reflective  of  current opinions  or  positions.    Moreover,  you  should  not  assume  that  any  discussion  or information  contained  in  this  blog  serves  as  the  receipt  of,  or  as  a  substitute  for, personalized investment advice from Private Ocean.  Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or  if  you  would  like  to  impose,  add,  or  to  modify  any  reasonable  restrictions  to  our investment advisory services. To the extent that a reader has any questions regarding the applicability of any  specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is  neither  a  law  firm  nor  a  certified  public  accounting  firm  and  no  portion  of  the  blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for  review  upon  requestor  at www.privateocean.com. Please  Note: Private  Ocean does not  make  any representations  or  warranties  as  to  the  accuracy,  timeliness,  suitability, completeness,  or  relevance  of  any  information  prepared  by  any  unaffiliated  third  party, whether  linked  to Private  Ocean’s web  site  or blog  or  incorporated  herein,  and  takes  no responsibility   for   any   such   content. All   such   information   is   provided   solely   for convenience  purposes  only  and  all  users  thereof  should  be  guided  accordingly. Please Also  Note: If  you  are  a Private  Ocean client, Please  advise  us if  you  have  not  been receiving account statements (at least quarterly) from the account custodian.