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Ask Me Anything with Facet's Head of Investments, Tom Graff

Join Tom Graff, our Head of Investments, for an Ask Me Anything session to learn why we believe the best investment strategy should be linked to an ongoing financial planning approach that covers your entire life. Because this is central to our philosophy, we manage money for our clients at no additional cost and are trusted to manage well over $1 billion in assets on their behalf.

Here’s what you can expect…
- How we invest your money is unique to you - and what matters to you, what you’re hoping to accomplish informs critical decisions around how much to invest, what account types to use, and how much risk to take.
- The way your investment portfolio evolves with you as your personal circumstances change over time.
- Our focus on taking advantage of the things we can control - keeping fees low, making taxes more efficient, broadly diversifying your investments, and staying fully invested.
- Why our portfolios aren’t static, and how we balance risk/reward while making portfolio changes to maximize returns over time. We make decisions based on decades of market-efficiency research, not a forecast of the future.
- An analysis of current market conditions plus a live Q&A session to help shed additional light on any part of Facet’s investment philosophy.

Mar 31, 2023 04:00 PM in Eastern Time (US and Canada)