Virtual Physician Financial Wellness Event
Tariffs, Market Volatility, and Geopolitical Downturns: Our Suggestions for Navigating the Uncertainty
Sponsored by OCMA and Cooperative of American Physicians
The OCMA Wellness Program is the 2018 recipient of the California Medical Association's prestigious Gary Nye, MD Award for Physician Health and Well-Being
Topics to be discussed:
- Some of the Historical impacts of tariffs on the stock market and investment sectors.
- Common mistakes investors make during market downturns.
- Investing for the long-term through market volatility.
Speakers
Jim Moos and Nick Dolle have worked with the OCMA for 19 years, managing the organization’s investment accounts, and working with OCMA members. They have also been a supporting business sponsor to OCMA. Their team has been named as a Best in State Wealth Management Team by Forbes.
Jim is a Senior Vice President and Financial Advisor at Morgan Stanley in Newport Beach with over 40 years of experience. He is a CFP® and a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business. Jim earned an MBA from Cal State University Long Beach. In the past he has worked with the California Medical Association as a preferred retirement provider. Jim’s son is a physician.
Nick is a Vice President and Financial Advisor at Morgan Stanley with 20 years of experience. Nick is a CFP® and he is in the master’s in finance program at Johns Hopkins University.