Rising Dividend Strategy: Positioned for Volatility

Zoom
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The strongest U.S. inflation in decades has triggered stock volatility and uncertainty among investors.

Is your portfolio income keeping up with inflation? Is your portfolio prepared for heightened volatility? 

 

Speaker

Eddie Cohen, CFP®
Co-Founder and Chief Investment Officer
Stavis & Cohen Private Wealth
 

With over 35 years experience, Eddie focuses on economic policy and market outlook. He teaches investment classes through the Rice University Susanne M. Glasscock School of Continuing Studies. He has been featured in Forbes, Houston Business Journal, Financial Advisor IQ and Investment News. 

Speaker

Jun Gu, CFA
SVP of Investment Management/Portfolio Manager
Stavis & Cohen Private Wealth
 

With over a decade of investment experience, Jun conducts manager due diligence and leads research initiatives and portfolio construction and is a key member of the investment committee. She is member of the CFA Institute, and former President of The CFA Society Houston (2020-2021). She currently serves on the board of both the CFA Society Houston and the CFA Societies of Texas.