Recorded April 7, 2020

    Ryan Johnson, CFA, CFP® and Neal Davis, CFA hosted a webinar to discuss how your investment team manages portfolios in periods of market stress. They explained asset allocation, swaps, tax-loss harvesting, their changes in stock research, and more.


    Ryan P. Johnson CFA, CFP®
    Director of Portfolio Management and Research

    Neal G. Davis, CFA
    Senior Portfolio Manager & Research Analyst