In the first webinar in our complimentary Quarterly Economic Outlook series, we’ll discuss how to prepare your portfolio for possible higher interest rates and taxes in the first quarter. Economic data shows the reopening is real. Consumer spending, housing prices, and employment rates are bouncing back. What does this mean for interest rates and inflation? Join us on March 2 to learn how to prepare your portfolio for changing rates.

Upcoming webinars

March 2 — Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1)
June 1 — Dig Deeper for Bottom-line Growth (Q2)
September 7 — Seek Diversification in Alternatives (Q3)
December 7 — Invest Sustainably with ESG (Q4)

Who should attend?

This session is designed for individual taxpayers.

Prices and valuations across public and private markets are at all-time highs. CLA's Chris Dhanraj, managing principal of investments, presented the second-quarter webinar in our Economic and Industry Market Outlook series and can help you understand where near-term and long-term growth opportunities may lie. 

Industry spotlight: Health care

CLA’s health care managing principal, Cory Rutledge, explained how the health care industry is navigating the post-pandemic economic landscape. According to the Centers for Medicare & Medicaid Services, health care spending now accounts for nearly 20% of the nation’s gross domestic product. Join our webinar to learn more about the current state of this industry and how it might affect your investments.

Additional webinars in this series

• September 7 — Seek Diversification in Alternatives (Q3)
• December 7 — Invest Sustainably with ESG (Q4)

Who should watch

This session is designed for individuals interested in market, economic, and tax updates.

The third-quarter webinar in our Economic and Industry Marketing Outlook series focused on diversification, which is especially important in volatile markets. We discussed how to balance your portfolio with fixed income, equity, and private market alternatives. Join us to learn how assets can provide stable income streams in a broader portfolio with equity and fixed-income models.

Industry spotlight: Real estate

CLA’s real estate managing principal, Carey Heyman, shared emerging real estate trends that could affect investors. COVID-19 altered the real estate sector in many ways. After a sharp decline, real estate is recovering with transaction volume equaling and, in some sectors, surpassing pre-pandemic levels. Join our webinar to learn more about the recent changes in this industry and how they might impact your investments.

Who should watch

This session is designed for individuals interested in market, economic, and tax updates.

2023 is shaping up to be a year of opportunities and challenges, with heightened focus on managing risk. During the fourth-quarter webinar in our Economic and Industry Market Outlook series we shared CLA’s insights on the economy, industry, and financial markets — and how you can use these insights to drive value for your business and yourselves.

Additional webinars in this series

• Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1 recording)
• Dig Deeper for Bottom-Line Growth (Q2 recording)
• Seek Diversification in Alternatives (Q3 recording)

Who should watch

This session is designed for individuals interested in market, economic, and tax updates.