What the Next Bear Looks Like & How to Protect Yourself Now
Bear markets can devastate your portfolio, typically taking back at least half of the previous bull market’s gain. Fortunately, bear markets also display common warning flags which can help you avoid much of this damage. Stack Financial Management, currently ranked as one of the "Top 100 Independent Financial Advisors" in the country by Barron's, has earned a national reputation for recognizing bear markets in advance. In this presentation, Denise Falkner and Annell Danczyk –both members of SFM’s Investment Committee– examine what the next bear market will look like, the characteristic warning flags to watch for, and how to prepare and protect your portfolio for the dangers that lie ahead. Our speaker for May is Ms. Denise Falkner, Vice President of Stack Financial Management (SFM). She began her career at Stack Financial Management more than 17 years ago and has helped grow the firm to over $1B in assets today. As Vice President of SFM, Ms. Falkner is responsible for overall office operations and management including account maintenance, trading and business development. She also sits on the firm’s Investment Committee and Board of Directors. Ms. Falkner has a BS degree from the University of California at Davis where she graduated with highest honors in 1991. She also completed her MBA at the University of Wisconsin – Madison. Denise also holds the Certified Financial Planner® designation. Also presenting is Annell Danczyk who is a Portfolio Manager. As a member of the Investment Committee, Ms. Danczyk focuses on trading, portfolio monitoring and equity analysis and selection –with an emphasis on identifying “the best companies at the most attractive valuations.” Ms. Danczyk also holds the Chartered Financial Analysis designation. The mission of Stack Financial Management is to provide "safety-first" investment management for the equity portion of a clients' portfolio with unmatched customer service. We aspire to achieve returns that meet or exceed long-term averages while reducing risk and volatility. Specifically, we strive to contain downside risk to less than half of bear market losses while still capturing the majority of the upside in bull markets. Ultimately, our goal is to provide customers increased peace of mind knowing their assets are managed in a value-conscious manner using time-tested proprietary technical indicators. Our caring team of professionals is committed to achieving the highest standard of honesty, integrity, trust and excellence in everything we do.