Is this unprecedented surge in stock prices, especially among the titan tech stocks, too good to be true? And if it is, how can one avoid the irrational fervor and evade the lurking danger of asset bubbles destined to implode?

Join this webinar for a historical study focusing on past market bubbles and the inevitable busts, when prices fall hard and fast as the bubble “pops.” This webinar will seek to identify the common characteristics of historic bubbles that go back to the first on record, the Tulip Bubble of the 17th century, and answer the following questions:

• What can we learn from history about the psychology behind market bubbles?


• What causes people to be willing to pay more and more for a security or asset above and beyond what’s expected based on things like demand, earnings, revenue or growth potential?


• Whether you call it the crowd mentality, herd bias, the bandwagon effect or FOMO, is it possible to identify the inflection point and harvest profits before the crash?


• Are you falling into this self-perpetuating cycle where you are investing just because prices are continuously increasing without regard to the fundamental value of what you own?


• What characteristics does today’s exuberance have, if any, to past bubbles?

You might find yourself inadvertently caught in a bubble, and understanding the phases, causes, and history of bubbles can greatly aid in shielding yourself from their financial devastation. This awareness becomes particularly crucial for individuals nearing retirement, as it helps safeguard their nest egg from significant losses that might jeopardize their long-term financial well-being.

This webinar's presenter, Terri McGray, CFP®, AIF®, has been a market analyst and portfolio manager for over thirty five years. She has navigated retirees through several economic booms and busts, including some of the largest bubbles and busts on record. She understands how to safeguard retirement portfolios, which involves a combination of prudent investment strategies and risk management techniques and will share her knowledge in this informative webinar.

Learning Objectives:

• Identify characteristics of a bubble


• List factors that may propel asset prices outside of normal indicators


• Recognize trappings of spending habits surrounding bubbles and increasing prices


• Evaluate how awareness of bubbles and certain trends are crucial for those nearing retirement