Latest Insights for Advisors

Learn how to navigate market volatility with confidence in this timely session featuring Greg Bakke, CEO of EXPAND, and Jeromey Thornton from Avantis Investors. Discover how emotions impact investment decisions and explore practical behavioral finance strategies to stay focused during uncertain times. This conversation covers market trends and actionable tips to help investors avoid emotional mistakes and stay aligned with long-term goals.

Greg Bakke, CEO of EXPAND hosts Allison Boxer, Senior VP and Economist with PIMCO, for an information-packed Q&A session addressing today’s economic environment.

Join Greg Bakke and Theresa Conti for a thought-provoking session on retirement plan committee meetings and fiduciary responsibility. Whether you are new to retirement plans and these meetings or simply want to gain new perspective and ideas to up your meeting game, you won’t want to miss this replay.

Tune in as EXPAND’s Greg Bakke and special guest, Michael McNurney, Equity Specialist for Janus Henderson, discuss today’s economic environment. Greg and Michael cover the influences of Artificial Intelligence, biotech, innovations in healthcare and technology, and more.

December 6, 2023

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