Programs & Education

Interest rates have risen dramatically in 2022 but remain low, especially when compared to elevated inflation levels. Investment-grade debt is still yielding less than inflation. Historically, most RIAs have focused on liquid, investment-grade bonds or ETFs and mutual funds that invest in liquid bonds to fulfill the fixed income mandate in client portfolios. Now, RIAs…

Come join fellow CFAW members and celebrate the announcement of our new Board Chair and Directors and thank our outgoing Board members. This is our last major event before the summer vacation season begins and is always a popular event among members. Catch up with old friends and add contacts to your professional network, all…