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

Oct 28
8:00 - 11:30 a.m.

Online

2-Other; 2-Other
CPE Credits

Review and get an update on the nine-month year-to-date market performance, including mutual fund and exchange traded fund (ETF) performance results through Sept. 30, 2021. Hear an updated stock market outlook. Evaluate economic data and its relationship to market performance for the United States and globally. Use case studies requiring the analysis and selection of investment options in retirement plans and create an asset allocation for retirement investments.
Highlights
* Various types of mutual funds and ETFs commonly included as investment options in a typical defined contribution retirement plans – 401(k)s and 403(b)s – and types of funds such as growth, value, large cap, small cap, U.S., foreign, balanced, bond, and sectors, such as tech, health care, energy, finance, and consumer goods * Which funds are right or best for your investor? * Fund performance analysis methodology * Performance measurement ratios * ALPHA, the fund manager evaluation tool * Asset allocation methodologies and the decision-making process investors need to apply to identify the best asset allocation to meet their risk tolerance level and investment objectives

Registration

PICPA Member: $139
Nonmember: $189

More Information

Course No. 784000 Level: Intermediate

Prerequisites: None

Notes
This is a four-credit seminar.

Speaker(s)

Gerald Carnes

Professor / Proprietor

GERALD “Chip” CARNES, JR. MBA, CPA, CFF (ret), RIA (ret),

Emeritus Professor 2020-2021

Following retirement from his active Investment Advisory practice beginning in 2020, and his tenured University teaching position in the same year, Chip has continued to research the investment markets seeking to identify reliable financial analytics in order to help investors improve their investment decision making.

After his graduation from Penn State and completion of his military obligation many years ago, Chip came back home to PA and completed his MBA at Gannon University, Erie, PA evening program. He had previously accepted an Industrial Engineering position at a manufacturing division of Textron, Inc. located in western PA. He left Textron five years later to complete a career change at the encouragement of friends and family, and especially a former military buddy who had since become a CPA. His background and experience became valuable to his new employer, and helped him complete the career move easily and pass the CPA exam quickly.

As Chip opened his own CPA practice he accepted a teaching position at a local state owned University to supplement his income. He enjoyed the college environment and continued to teach until his recent retirement. In his practice Chip became heavily involved in Financial Planning which lead to his Investment Advisory registration with the U.S. Securities & Exchange Commission, and the PA Securities Commission. Early in this extension of his new career Chip’s engagements almost totally came from referrals from his fellow CPA’s. In additional to Investment Advisory service and financial planning Chip eventually provided Litigation Support, and Expert Witness testimony in securities cases. This experience lead to Chip becoming an NASD Arbitrator.

Chip is currently living in Cary, NC near his family, but maintains his office and long time residence in Pennsylvania.