Appleton Answers: Private Client Workshops

Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest.  Enjoy an informative luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

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Appleton Partners Investment Strategy Conference Call: The State of the Municipal Bond Market

May 24, 2022 @ 4:00 pm - 5:00 pm

The State of the Municipal Bond Market:
Current Conditions and Market Opportunities

2022 has seen a very significant increase in US Treasury and municipal bond yields as markets grapple with high inflation and the Federal Reserve’s monetary policy response. Appleton Partners Portfolio Managers Anson Clough and Whitney Fitts will conduct a conference call in which they will talk about how they are positioning client portfolios in this environment and why they now see considerable value for tax-exempt investors. Questions are welcome after the speakers offer initial thoughts and perspectives on the markets.

Date: May 24, 2022
Time: 4:00 pm ET
Speaker: Anson Clough, CFA, CFP, Managing Director, Fixed Income
Speaker: Whitney Fitts, CFA, SVP, Portfolio Manager

The conference call can be accessed through the phone number and access code below. There is no need to register in advance.

Call in Number: 617 – 865 – 0259
Conference ID: 753 338 973# 

Details

Date:
May 24, 2022
Time:
4:00 pm - 5:00 pm

Venue

Appleton Partners
One Post Office Square
Boston, MA 02109 United States
Phone:
800.338.0745
Website:
https://www.appletonpartners.com

Organizer

Appleton Partners
Phone:
800.338.0745
Email:
mwhite@appletonpartners.com
Website:
https://www.appletonpartners.com