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The information provided herein is for informational purposes only and should not be construed as financial, investment, tax, accounting or legal advice.
expertise.
Wealth Management Update and Q&A
October 28, 2020 Presented by:Daniel Yu, CFA®, AIF®, Chief Investment Officer
Robert Elzholz, CRPC®, AIF®, AAMS, Senior Investment ManagerKelsea Raether Sona, President of the New Mexico International School
Foundation
• Welcome• NM International School Foundation Update• Review of Gains in the Market• The Cost of Liquidity• Questions & Answers
agenda.
NMIS Foundation Update
The New Mexico International School Foundation is a 501(c)(3) non-profit foundation formed to promote and support education for New Mexican children, the New Mexico International School,
and other educational organizations.
Founded in 2016
Presentation By: Kelsea Raether Sona, NMISF President
ABOUT NMISF
Donation Supported Funding Priorities
Suzuki Violin Program
Enrichment Classes (Aikido, Yoga, and Coding)
Expanding into the 6th, 7th, and 8th Grades
After School Sports
And More!
HOW CAN YOU HELP US?DONATIONS FUNDRAISING SPONSORSHIP
CONTACT US
Website: nmisf.org
General Email: [email protected]
NMISF President: Kelsea Raether [email protected]
Review of Gains in the Markets
• Concentrated in a Few Names • Sector Dispersion High• Trend Acceleration
Recent Market Gains
Concentration
Sector Dispersion High
Trend Acceleration
The Cost of Liquidity
Consumer Confidence by Political Affiliation
Government Control, the Economy and the Stock Market
Annual Returns and Intra-Year Declines
Market Volatility
Fund Flows
Cash Account Returns
The Fed and Interest Rates
Interest Rates and Inflation
Consumer Finances
Time, Diversification and the Volatility of Returns
Diversification and the Average Investor
Q&A
Robert Elzholz, CRPC®, AIF®, AAMS, Senior Investment Manager
Daniel Yu, CFA®, AIF®, Chief Investment Officer
Kelsea Raether Sona, President of the New Mexico International School Foundation