While inflation is always a consideration for wealth management– a solid financial plan and disciplined approach to investing can mitigate the effects of rising costs and interest rates. On April 29th at 10am PT, we’re hosting a virtual event featuring Partner, Steve Taddie, and Wealth Advisor Brooke Warner. They will discuss your concerns about rising rates and inflation and how we can help reduce the implication s to your portfolio and long term goals.
Date: Thursday, April 29th, 2021
Time: 10:00 – 11:00am PT
- To register in advance please click here or the Register button below.
- An e-mail notification will go to your inbox with a calendar hold attached.
- To submit questions ahead of time please email: HC Investments
- This event will be recorded, and a synopsis will be posted on the HoyleCohen blog shortly thereafter.
Your Hosts:
Stephen J. Taddie, CBE, CFM: Partner
Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and leading teams that provide custom-tailored management of stock and bond portfolios and provide investment fiduciary work for employer sponsored retirement plans. Steve’s background includes working with a select group of clients ranging from publicly traded corporations, government entities, and Native American Indian Tribes, to high net worth individuals and families across the country. He is frequently asked to speak on economic and investment management trends, has authored numerous articles and has often been quoted on the same subjects.
Brooke Warner, CFA, CFP®: Wealth Manager, HoyleCohen
Brooke Warner is a Wealth Advisor and current Advisory Board Chair at HoyleCohen. Brooke services business owners and clients transitioning into retirement and is also an integral part of the firm’s Women’s Practice. Brooke leverages both her sophisticated technical skills and passion for building relationships in her work with clients. She serves her clients with insight, integrity and experience honed over more than ten years in the wealth management industry. She focuses on educating clients and creating strategies so they can feel confident in the management of their financial matters.
Brooke has earned a Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP®). She is also an active part of the Investment Committee and Advisory Board at HoyleCohen.
