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 2021, we hosted a virtual event featuring Partner, Steve Taddie, and Wealth Advisor Brooke Warner. Together they discussed possible concerns about rising rates and inflation and how we can help reduce the implications on portfolios and long term goals.
For a full recording of the discussion please click on the video below.
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.
Compliance Disclosure
HoyleCohen is a fiduciary acting on behalf of our clients. We are a fee-based investment advisor and do not receive commissions for any investment strategies of products that may be discussed. This discussion was intended for informational purposes only. No decisions regarding investment strategies should be made based solely on this presentation and nothing shared should be interpreted as investment advice. Any investment decisions should be discussed with your Advisor. Finally, all investments carry the risk of loss, including the permanent loss of principal and past performance is not a guarantee of future results.
