Webinar: Pulse Check on the Markets

Do market headlines leave you confused? Poor inflation expectations and the market goes… up? A strong sign of hiring data and the market is… flat? What should we be focusing on, and what should we be doing to navigate this interesting market landscape?

Join Alex Black, Advisor with Integris, and Bill Puggini, Senior Portfolio Specialist of Vanguard, as we take a pulse check on the market. What impact do geopolitical events have on volatility? How do risk and reward evolve over time? What can we be doing to weather economic storms?

With an important election on the horizon, we’ll also be discussing how elections, politics, and party power dynamics have shaped market performance over time.

The information provided herein is for educational purposes only, and should not be construed as advice, including, but not limited to tax, legal, insurance, investment, or retirement advice. For your specific planning needs, please seek the advice of Integris Wealth Management, your tax accountant, attorney, insurance agent, or other professional as appropriate. Investing involves the risk of loss.

Bill Puggini, CFA®
Senior Portfolio Specialist

Bill Puggini, CFA, is a senior portfolio specialist with Vanguard Financial Advisor Services™ (FAS) where he consults with advisors on investment thought leadership and Vanguard’s full range of investment solutions.

Bill joined Vanguard in 2008. Prior to his current role, he helped build out the Vanguard Advisor Portfolio Analytics & Consulting offer. He worked with advisors via data driven consultations to aid in the portfolio construction process, giving him extensive insights into how top advisors around the country construct their models. Additionally, Bill served as an enterprise investment resource on strategic initiatives, such as the launch of factor-based ETFs, which included designing and implementing Vanguard’s factor analytics tools for the web.

Bill earned a finance degree from the University of Arizona, and holds FINRA Series 6, 7, and 63 licenses, in addition to the Chartered Financial Analyst® designation.