Learn how managing for risk in the markets can keep your investors invested from Karl Ashley the architect and portfolio manager of Euclid Investment Advisory’s actively managed tactical allocation strategy and John Creekmur, President & Sr. Wealth Advisor at Creekmur Wealth Advisors. We thank Euclid and Cboe for sponsoring this episode. Plus, John Creekmur plugs the charity New York City Relief.
Podcast hosted by: Dan Weiskopf and Kedar Wilson
LIVE Show hosted by: Michael Gayed and David Armstrong
Guests: Karl Ashley and John Creekmur
Sponsored By: Euclid Investment Advisory and the Cboe
00:00 Program open
02:09 Strategy Overview
08:22 A Peek into the Process
19:15 Benchmarking & Allocation
24:20 Ideas to Make a Difference
26:25 Charity: NY City Relief
