Market volatility is an inescapable part of investing; every generation has experienced peaks and valleys in capital markets. During periods of market volatility, you may feel compelled to take action—but as history has repeatedly shown, sticking to your investment strategy is often the best way to protect your long-term financial future.
On April 13, Curtis Congdon, CFP®, CRPC® (President, XMLFG) was joined by Talley Léger (Senior Investment Strategist at Invesco) for an illuminating conversation on how to effectively navigate market volatility.
This open discussion covered a variety of important topics, including:
Talley Léger Talley Léger is a Senior Investment Strategist for the Global Thought Leadership team at Invesco. In this role, he is responsible for formulating and communicating macro and investment insights, with a focus on equities. Mr. Léger is involved with macro research, cross-market strategy, and equity strategy. Mr. Léger joined Invesco when the firm combined with OppenheimerFunds in 2019. At OppenheimerFunds, he was an equity strategist. Prior to Oppenheimer Funds, he was the founder of Macro Vision Research and held strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.
Mr. Léger has been in the industry since 2001. He is the co-author of the revised second edition book, From Bear to Bull with ETFs. Mr. Léger has been a guest columnist for The Big Picture and for “Data Watch” on Bloomberg Brief, as well as a contributing author on Seeking Alpha (seekingalpha.com). Mr. Léger earned an MS degree in financial economics and a Bachelor of Music from Boston University. He is a member of the Global Interdependence Center (GIC) and holds the Series 7 registration.
Curtis Congdon, CFP®, CRPC® is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2015 – 2020 for Investment Planning and Retirement Planning.
Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.
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