Hello Everyone!
We had a great turnout for our State of the Union informational webinar, in which we recapped the ever-changing economic environment and provided insight around investment performance in 2020.
Whether you were able to attend or not, the good news is that we recorded the session!
Simply click the button below to view the webinar at your leisure.
Additionally, here is a brief summary of key points that were discussed:
- The active vs. passive investing debate continues, as both have performed well over the last 40 years.
- While many indexed funds have outperformed actively managed funds, they will typically perform around the average.
- In the long run, who wins? Does one consistently outperform the other?
- How do you find the best funds? Find out at our next webinar!
If you have questions, please do not hesitate to contact us.
William H. “Rock” Brockman, CLU®, ChFC®
P: 240-408-4917
Email: wbrockman@whbfa.com
Natalie J. Hedrick, CFP
P: 240-408-4918
Email: nhedrick@whbfa.com
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 161 Washington St #700, Conshohocken, PA 19428. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. WHB Financial Advisors is unaffiliated with HTK. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. 3436933CC_Feb23