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Joseph Zappia, CIMA, and Jeff Wagner, MBA, Interviewed in Fortune

May 10, 2022

In a recent Fortune article, Co-chief Investment Officer Joseph Zappia and Senior Partner Jeff Wagner discuss how to protect investment portfolios in the event of a recession occurring this year.

Joe explains the importance of having a plan before the recession occurs and recommends investors look into series I savings bonds. He also discussed having a well-diversified portfolio to help prevent serious losses during a recession. Jeff urges investors to consider gold as a safe-haven asset.

Read the full article to learn more about creating a plan to protect your portfolio >

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