Webinar | A Roadmap for Your Financial TRIP (Taxes, Rates, Inflation, & Policy)

On November 17, we hosted a live webinar featuring insight and perspective from one of the leading minds in economic and market strategy: John Tousley, CFA, Managing Director at Goldman Sachs Asset Management. John joined us to discuss how investors can create the right roadmap for their financial TRIP (taxes, rates, inflation & policy).

HubSpot Video

In addition to covering the current market environment, the webinar also featured insights into:

  • Why a potential increase in tax rates could affect market performance
  • What is behind rising yields — and what it means for investors
  • How current equity valuations could raise the risk of a market correction
  • Things to consider while navigating the current market environment

John Tousley, CFA

John Tousley, CFA, is a senior market strategist within Goldman Sachs Asset Management’s (GSAM) Strategic Advisory Solutions team where he co-leads a team of specialists focused on economic and market strategy as well as client engagement on advanced portfolio construction and implementation issues. John has been with the firm 14 years. Prior to joining Strategic Advisory Solutions, he was a member of the GSAM fixed income portfolio management team with a specific focus on municipal, short duration, and multi-sector fixed income coverage. John was named managing director in 2011. He has 23 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charterholder. John and his wife Christy have three children and live in Salt Lake City, Utah.

Curtis Congdon, CFP®, CRPC®

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.

*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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