The May 2022 Investment Planning Knowledge Circle will be held on Thursday, May 19th at 3 pm ET.
Guest speaker Brian Dress, Director of Research with Left Brain Wealth Management will be presenting, "Income Alternatives for a Rising Rate World."
In this presentation, we will discuss the problem facing investors and advisors that are trying to generate dependable income without damaging principal: rising interest rates. Bonds of all descriptions (treasuries, corporates, municipals, high yield) have fallen sharply in 2022 and threaten to continue moving lower as interest rates continue rising.
Brian Dress has more than 15 years of experience in the investments industry. In addition to his duties as Director of Research, Brian is a registered investment advisor for Left Brain Wealth Management, working with rising professional families and high net worth individuals to help them achieve their financial goals.
Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He holds the Chartered Financial Analyst (CFA) designation.