Investing In These Uncertain Times

After years of the pandemic, runaway inflation, and The Fed raising interest rates causing an unpredictable stock market, most investors are unsure of what to do now!  February 7: We will review the basics of sound investing along with making sure your mixture of stocks, bonds, and cash are properly allocated. Leading the discussion will be Janet Williams, First Vice President, and Senior Investment Advisor at the local office of Merrill Lynch. She will help us decide which groups of stocks should perform best in the days ahead. 

February 14: We will look at your total assets, and make sure they are legally positioned to pass on to your heirs as safely and quickly as possible. Our guest will be  Alisa McCray, a partner in a local law firm. She has successfully worked with many  Hilton Head residents at or near retirement. Alisa will discuss all legal documents you should have as a South Carolina resident. 

Chairing these two sessions will be William Dix who spent thirty-five years on Wall  Street with Smith Barney before retiring to Hilton Head in 1995.  

Class limit: 35