Newsworthy Topics, Security & Risk Management

WEBINAR: Navigating Risk: Leveraging Controllable Factors for Positive Returns

Brian Taylor, CTFA

Bryn Mawr Trust

May 23, 2024

< 1 min read

A pair of hands carefully stacking Jenga blocks. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

Watch our replay on effectively prioritizing factors within your control that can be the unsung hero of portfolio performance. In our webinar, we discuss risk management – the things you should pay close attention to, and the things you should ignore – to help keep your portfolio secure.

Presenters:

Brian J. Taylor, Wealth Director, Bryn Mawr Trust

Chuck Posnecker, Sr. Financial Advisor, Bryn Mawr Trust Advisors

Key Topics:

Types of risks
The roller coaster ride of volatility
The effectiveness of ignoring political noise
Emotions and risk management – Understanding and controlling factors to influence risk outcomes

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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