- The forces driving volatility
- Strategies to mitigate market swings in a portfolio
- What this may mean for your financial plan
Hear firsthand from our experts:
John Canally, CFA
Managing Director, Chief Portfolio Strategist, TIAA
John is responsible for working with TIAA's Investment Management Group to develop broad investment strategy, and to create, coordinate and communicate IMG's economic, market, investment and portfolio-specific insights.
James Daniello, CFP® (Host)
Wealth Management Director, TIAA
James oversees the Pittsburgh, Pennsylvania, and West Virginia offices, where he leads a team of wealth management advisors.
Dan Keady, CFP®
Chief Financial Planning Strategist, TIAA
Dan is a chief financial planning strategist for TIAA. With experience in workplace and digital advice, as well as wealth management, his goal is to make financial planning understandable and actionable for clients at all stages of planning.
The tax information contained herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed herein. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
Investments, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Investment products may be subject to market and other risk factors. See the applicable product literature.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Advisory services also provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor.
©2020 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017