THE UGLY TRUTH ABOUT “THE LOST DECADE” AND BEYOND
Financial Experts Kevin Gahagan and Axel Merk provide insights on portfolio planning in today’s uncertain economy
(San Francisco, CA – January 2012) --- On Saturday, January 21st experts from Mosaic Financial Partners will speak at the American Association of Individual Investors (AAII) chapter meeting at Hs Lordships Restaurant in Berkeley. The event will take place from 9:00 AM until noon, and will feature guest speakers Kevin Gahagan of Mosaic Financial Partners, Inc. and Axel Merk of Merk Investments and Merk Mutual Funds.
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Kevin Gahagan, CFP®, CIMA®, of Mosaic Financial Partners, Inc. will discuss the investment implications of today’s political gridlock and weak global economy and provide insights on the economic road ahead. Gahagan will discuss investment strategies that make sense in such an uncertain financial environment. He will offer suggestions on portfolio structure and recommendations for investing under a range of economic scenarios.
As a Principal and Senior Advisor, Gahagan specializes in financial planning, investment management and estate planning. Gahagan established his own financial planning practice in 1995 following a successful 20-year career with Wells Fargo Bank. Gahagan has been recognized as one of the Bay Area’s top 25 independent wealth advisors.
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Axel Merk, President and Chief Investment Officer at Merk Investments, and Manager of Merk Mutual Funds, will speak about the current forces driving global currencies as well as provide his insights on currencies, global imbalances, and the trade deficit. Merk stresses the importance of diversifying your portfolio during these uncertain economic times. Merk is the author of “Sustainable Wealth” and is an expert on macro trends, hard money, international investing and building sustainable wealth.
Mosaic Financial Partners, Inc. is proud to support its community by helping people experience first-hand how financial planning can improve their lives and by sharing his expertise with those who may not normally have access to objective financial information. The professional team at Mosaic collectively has over 250 years of financial business experience. Mosaic helps individuals and families integrate the various pieces of their lives into a more meaningful whole by providing comprehensive investment management and on-going financial planning.
WHO: American Association of Individual Investors (AAII)
WHAT: AAII San Francisco Chapter Meeting featuring guest speakers from Mosaic Financial Partners, Inc. and Merk Investments/ Merk Mutual Funds
WHEN: January 21, 2012
TIME: 9:00 AM— Registration and Continental Breakfast
9:30 AM— Program, Axel Merk
11:00 AM— Program, Kevin Gahagan
12:00 PM— Q&A
WHERE: Hs Lordships Restaurant, 199 Seawall Drive, Berkeley, CA 94710
COST: $30 Prepaid Registration by mail; $35 cash/check reservation by phone: 925-485-0890 or email: aaiichapter_sanfrancisco@yahoo.com; $40 at the door
About Mosaic Financial Partners: Mosaic is a boutique, fee-only wealth management firm dedicated to improving its clients lives by providing caring, knowledgeable financial solutions and customized advice to help its clients attain their lifetime goals and aspirations. For more information about the company, go to www.mosaicfp.com or call 415-788-1952.
