We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.
“In this year’s 20/20 Market Outlook, Rich Steinberg discusses the improving economic outlook, asset valuation, and the importance of diversification.”
What are the expectations for interest rates and inflation?
How has the nature of recessions changed since the 50?
Are U.S. stocks too “expensive”?
Is diversification dead?
Why does planning matter more now than before?
Watch the full presentation below.
Richard D. Steinberg, CFA, Chief Market Strategist & Co-Chair, Colony Group Investment Division
Richard Steinberg is the Chief Market Strategist, Co-Chair of the Investment Division and a Principal of The Colony Group. He brings over 25 years of experience leading seasoned investment teams and developing customized investment strategies for private clients, corporations, foundations, retirement accounts, profit-sharing plans and pension accounts. He also analyzes and explains the markets as well as the ever-changing economic and political landscape for clients and the media.
Richard brings a passion for financial management excellence that is personal, cordial, and customized to his roles serving on Colony’s Executive Team and Investment Committee. His philosophy is simple: be available, be flexible, be dedicated and strive to be the best.