Mid-year investment outlook with Liz Ann Sonders (Video)

We’re halfway through 2021. What can you expect next? How will the market behave?

In this recorded Q&A discussion, Charles Schwab’s Chief Investment Strategist Liz Ann Sonders and Wipfli Financial’s Chief Investment Officer Rafia Hasan join together to review the changing economy, state of the financial markets, and inflation concerns, as well as what investors can do to position their portfolios to navigate this environment.

We covered a lot of big topics in our 45-minute webinar with Liz Ann. You’ll specifically hear her perspective on whether investors need to be concerned about inflation following the stimulus packages, proposed legislative effects on the market and some of today’s hot topics, including SPACs, cryptocurrency and meme stocks.

If you have any questions or would like to discuss how to create a portfolio that is well-positioned to withstand current and future uncertainty, contact a Wipfli Financial advisor.


Mid-year investment outlook with Liz Ann Sonders

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
Rafia Hasan

CFA, CFP® | Principal, Chief Investment Officer

Rafia Hasan, CFA, CFP®, is the Principal and Chief Investment Officer for Wipfli Financial Advisors, based in Chicago, IL. Rafia leads Wipfli Financial's Investment Committee and has a deep knowledge of the financial markets, specifically in the areas of alternative investments and private equity. She also specializes in personal financial planning and estate planning for women investors.

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Mid-year investment outlook with Liz Ann Sonders (Video)

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