EVENTS



2016 Economic and Market Outlook – An Online Discussion (On-Demand Webcast)

 

Recorded on March 31st, 2016

As we approach the end of Q1 for 2016 we invite you to join us for a live online discussion focused on the economic and market outlook for the remainder of the year. Michael Palazzi, CFA & CFP ® (Product Specialist at Vanguard) will join Daniel Bauer, CFP ® (Principal at AllSquare Wealth Management) on March 31st at 2PM EST. to examine the current trends and provide perspective on what’s to come from the global economy.


We’ll discuss:


– Global Economic Perspectives (China, Japan, Euro, United States, Emerging Markets)

– Global Capital Markets Outlook (Global Fixed Incomes, Global Equity Markets, Alternative Asset Classes, Balanced Portfolio/Asset Allocation)

– Vanguard’s Capital Markets Model


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DANIEL D. BAUER, CFP®
Principal AllSquare Wealth Management

Daniel Bauer has more than 12 years of experience in the financial services industry. His primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations. Dan serves as the firm’s Chief Compliance Officer and Chief Investment Officer.

Daniel earned his Certified Financial PlannerTM certification in 2013 after having met the education, experience, and exam requirements issued by the CFP Board. He earned his MSFA, Master of Science in Financial Analysis, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001). He is a lifelong resident of Guilderland, NY.

Michael-Palazzi


MICHAEL PALAZZI CFA, CFP®
Product Specialist

Michael Palazzi is a product specialist in Vanguard Portfolio Review Department, which is responsible for overseeing, evaluating, and developing funds, as well as sharing Vanguard’s view on its funds, the markets, and the economy.

In his current role, Mr. Palazzi is responsible for conducting investment reviews for a range of institutional, intermediary, and ultra-high-net-worth clients. In addition, he serves as a product specialist across Vanguard’s suite of fixed income index portfolios, whereby he also supports the oversight and product management activities related to these funds. Mr. Palazzi joined Vanguard in 2011 and previously worked as an assigned representative for Vanguard’s high-net-worth clients. Before joining Vanguard, Mr. Palazzi spent five years with Wells Fargo.

Mr. Palazzi earned a bachelor’s degree in finance and global business from Rider University. He is a member of the CFA Institute and CFA Society of Philadelphia.

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Protecting Your Portfolio from Fraud (On-Demand Webcast)

Recorded on Thursday, December 3, 2015

Many investors are rightly concerned about risk. In the investment management world, these risks come in many different flavors. Join Daniel Bauer, CFP and Principal at AllSquare Wealth Management for this recorded webinar regarding the varying types of risk and fraud in the financial services field. Dan will help you learn to identify the red flags you should be on the lookout for when you invest so that you can keep your portfolio and future protected.

We’ll discuss:

-Market vs. Management Risk

-Financial Services Fraud (Local & National)

-How to spot the Red Flags

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DANIEL D. BAUER, CFP®

Principal AllSquare Wealth Management

Daniel Bauer has more than 12 years of experience in the financial services industry. His primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations. Dan serves as the firm’s Chief Compliance Officer and Chief Investment Officer.

Daniel earned his Certified Financial PlannerTM certification in 2013 after having met the education, experience, and exam requirements issued by the CFP Board. He earned his MSFA, Master of Science in Financial Analysis, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001). He is a lifelong resident of Guilderland, NY.

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