What the Last Three Years of Investing Have Taught Us

Markets have been on a roller coaster ride since 2020. But from the ups and downs of the past few years, we can examine the pitfalls some investors made and how to apply the lessons learned going forward.

Join Bay Point Wealth Financial Advisors Jake Sadler, CFP®, and Liz Gillette, CFP®, along with Marcus Schafer, CFP®, Regional Director, and Jewell Ward, Senior Associate at Dimensional Fund Advisors as they review the hype, hysteria, and headaches that financial markets may have caused and how you can use these experiences as a framework to make smart, informed decisions moving into the future.

You'll learn:

  • Market Volatility
  • Value vs. Growth
  • Top Stocks (FAANG)
  • Cryptocurrency 
  • Inflation
  • Interest Rates
  • Debt Ceiling, Recessions, and Geopolitical Tensions
Who should watch: 

Anyone invested in the stock market interested in understanding historical market trends.


Watch the Webinar