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Lisa Brown, CFP®, CIMA® Apr 15, 2021 4:11:00 PM < 1 min read

How Should You Invest Your 401(k) Now?

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise 30-minute presentation for working professionals who want to know if their 401(k) investment strategy is in good shape, including:

  • With the first quarter of 2021 behind us, is now the time to buy more stocks?
  • Given historically low interest rates, does it make sense to invest in bonds?
  • How to adjust your investments to match your retirement plans
  • Common mistakes with 401(k) plans – ways to avoid them

Watch the webinar here


Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."