Investment Analysis and Annual Update

Featuring Gerald "Chip" Carnes Jr., CPA, MBA, CFF (retired), RIA (retired)



chip carnes



Following retirement from his active investment advisory practice and his tenured university teaching position, Chip has been focused on researching investment markets seeking to identify reliable financial analytics and on sharing that knowledge through webinars and live instruction for CPAs in Pennsylvania.

"Chip presents up-to-the-minute, current  information. His course materials are well-organized and even the more difficult investing concepts are boiled down so that they are easily understood by anyone interested in investing at any level."

- John Laughlin, CPA

2021 Line-Up:

Investment Analysis of Stocks:
First Quarter 2021 Market Performance and Outlook

Hear a review of the 2020 full-year performance of investments. Get an update on stock market results through March 31, 2021 (end of the first quarter), as well as the stock market outlook for the year.

Investment Analysis of Funds:
Second Quarter 2021 Market Performance and Outlook

Review and get an update on the six-month year-to-date investment performance for mutual funds and exchange traded funds, including their market performance through June 30. Hear a stock market outlook for 2021.


Investment Analysis of Retirement Funds:
Third Quarter 2021 Market Performance and Outlook


Review and get an update on the nine-month year-to-date market performance, including mutual fund and exchange traded fund performance results through Sept. 30, 2021. Hear an updated stock market outlook.


Annual Investment Performance Update and Outlook 2021-2022
Offered in person and via webcast!

Learn about recent domestic and global equity and bond market activity. Explore the impact of recent market and economic events on current market conditions, investment objectives, and future decisions.

All Upcoming Chip Carnes Courses


$139
member
$189
nonmember


Annual Investment Performance Update and Outlook 2021-2022

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
Cranberry
Regional Learning Alliance
$285
member
$385
nonmember

Annual Investment Performance Update and Outlook 2021-2022

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
Malvern
Penn State Great Valley - Main Bldg
$285
member
$385
nonmember

Annual Investment Performance Update and Outlook 2021-2022 Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
$285
member
$385
nonmember


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