A complimentary webinar for long-term investors
Investing Through Market Volatility
Market declines can make even experienced investors second-guess their plans. Historically, though, volatility has been a regular part of investing. Understanding how markets behave over time can help investors stay focused on their long-term goals.
Join Mason’s Sarah Baker and Eric Rife for a practical discussion on investing when markets are uncertain.
Wednesday, December 2 from 12-1pm EST
What the Presentation Will Cover
A look at how often the stock market has declined during the year, and how those declines compare with full-year returns going back to 1980.
What history shows about investors who moved out of the market and missed some of its best days, and why time in the market matters more than timing it.
A review of more than three decades of market history, including the events that tested investors along the way, and why a long-term perspective can help.
How asset allocation and diversification work together to manage risk, why the best- and worst-performing asset classes change from year to year, and how your goals and time frame shape your portfolio.
Giving strategies to consider when markets are volatile, including gifting appreciated securities, qualified charitable distributions (QCDs) from IRAs, and donor-advised funds.
Sarah and Eric will take your questions at the end of the presentation. You can also submit questions in advance when you register.
Meet the Presenters
Perspective From Advisors Who Have Guided Clients Through Changing Markets
Sarah Baker and Eric Rife bring more than 30 years of combined experience helping clients stay focused on their goals as markets rise and fall. In this webinar, they’ll share the same perspective they bring to their client conversations every day.
Sarah Baker, CFP®
Sarah Baker, Senior Wealth Advisor, has spent more than two decades guiding clients through life’s financial transitions and changing markets. She began her career at Vanguard and joined Mason in 2021. Her practice centers on women and wealth, life transitions such as retirement, inheritance, and the sale of a business, and legacy planning. Sarah also leads pro bono planning efforts for the FPA National Capital Area.
Eric Rife, CFP®, CPWA®
Eric Rife, Wealth Advisor, joined Mason in 2015 after graduating from Virginia Tech with a focus in personal financial planning. He works with executives, equity-compensated individuals, and families navigating wealth transfer, keeping a close eye on the tax and cash flow implications of each decision. His goal is to simplify complex financial choices so clients can stay focused on what matters most.
Wednesday, December 2 | 12:00pm EST | Live on Zoom
Head Into the New Year With a Clear Plan
Year-end is closing in. December 31 is the deadline for this year’s charitable gifts and qualified charitable distributions, and the start of a new year is a natural time to revisit your investment strategy. Join Sarah Baker and Eric Rife live on Wednesday, December 2, from 12:00-1:00pm ET for practical perspective you can act on before the year closes. Bring your questions: they’ll answer them live.
Registration is complimentary and takes just a moment.