Recorded February 15, 2023 (Part of Our Client Education Series)

To look, or not to look (at your investment statement), that is the question... Market volatility has put investors on edge for much of 2022, and it is still something to deal with in the new year. To kick off our new education series, Tim Kimmel, our Chief Financial Advisor, hosted a panel featuring Adam Jordan, our Director of Investments, K.C. McGowan from Invesco Ltd., and Carl Platou from American Funds / Capital Group. Together, they explored the factors creating this volatility and how to best prepare for the upcoming months.

Meet Your Guest Speakers

K.C. McGowan is the Senior Advisor Consultant to financial advisory teams in the pacific northwest and responsible for high level thought leadership and investment insight. With over 25 years of Industry and investment experience, K.C. works closely with many of the industry’s top advisors on investment implementation and wealth preservation strategies. Invesco is a world leading asset manager with offices in over 20 countries around the world. K.C is a frequent speaker on international and global investing strategies and market outlook. K.C. is a graduate of the University of Montana. He lives in Woodway, Washington with his wife Melody and two boys Max and Jack.

Carl Platou is a wealth management consultant at Capital Group, home of American Funds, covering western and eastern Washington. He has 38 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career at Capital, he worked as a division manager. Prior to joining Capital, he was a vice president at Franklin Templeton Group. He holds a bachelor’s degree in finance from Eastern Illinois University. Carl is based in Mercer Island, Washington.

^{Guest speakers are not registered or affiliated with Cetera.}