Politics, Policies & Your Portfolio

By Aradhana Kejriwal, David Geller   |   March 30, 2017

Investment portfolio

Thanks for joining us for “A Polarized 2017: Politics, Policies & Your Portfolio.” We covered a lot of ground in the one-hour web discussion. Here is the full recording (see timeline below if you’re looking for specific topics).

Can’t see the video? Watch it on Vimeo.

Timeline & highlights

  1. Beginning through 16:50: Not-so-simple political policies. Will major proposals on infrastructure spending, trade protectionism, immigration reform, corporate tax reduction, and manufacturing HELP or HURT your portfolio?
  2. 20:10: Unconventional Wisdom: Rising rates don’t always hurt bond performance. Worried that rising inflation and interest rates will hurt your bond portfolio?  Maybe the conventional wisdom has it all wrong.
  3. 27:10: The bull market just celebrated its 8th birthday. Does it still have room to run?
  4. 37:30: Why invest internationally? We look at the global landscape and offer data on three key points.
  5. 49:03: Active vs passive investing.
  6. 54:06: The “Fiduciary Furor.”
Aradhana Kejriwal

About the Author

Aradhana Kejriwal, CFA®, is JOYN's Chief Investment Officer and co-chairs the Investment Committee, which formulates and implements the firm's investment philosophy, strategies, processes and procedures. With 19 years of investment experience, she's a popular industry writer and speaker.

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David Geller

About the Author

CEO David Geller co-founded the firm in 1991 and led the creation of Behavioral Wealth Management. Recognized on numerous prestigious "top financial advisor" lists, David is an in-demand speaker for professional groups and JOYN workshops. His writings have appeared in The New York Times, The Wall Street Journal and The Huffington Post.

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