Webinars

08.24.2021

What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

This session features a discussion of equity investment management concepts and how they relate to Appleton’s investment process. Subject matter includes style distinctions, diversification and risk management, risk factor exposures, and how we look at the intersection between quantitative and qualitative analysis.

"In this webinar, Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She offers insights on issues that may arise and discusses how one might navigate such transitions..."
"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."
"Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."