Join us for our first Lunch and Learn in the Charleston area for 2026!
Speaker: Greg Sanderson, Astoria Advisors Topic: How to prepare your portfolio for this current market landscape using Equal Weighted and Real Asset Approach Description: Discover how to prepare your portfolio for today’s evolving market landscape with a smarter approach to asset allocation, including equal weight vs. market cap strategies, international equities, and real assets. In a world shaped by higher-for-longer inflation, rising fiscal deficits, protectionism, and stretched U.S. large-cap valuations. This session explores why equal-weight investing can reduce concentration risk, why international stocks may offer attractive valuations and diversification, and why real assets such as gold, infrastructure, utilities, industrials, and digital infrastructure can help hedge inflation and currency debasement. Learn how to build a more resilient, diversified portfolio to capture opportunities beyond the mega-cap U.S. equity trade.
Earn 1 hour CFP credit
Thanks to our generous sponsor, there is no charge to attend. But seating is limited so register early!
FPA of South Carolina is a 501(c)6 non-profit organization.