In the Season 2 Finale episode, we’re having a #FAANG revival. Matt and Don are discussing the impact of tech stocks on major U.S. indexes this year. Plus, is your portfolio all gas and no brakes? When the markets make investing look easy, we’re in a danger zone. Advisors are under pressure to deliver high returns to their clients in this rising risk environment. Don shares his advice to advisors in this common situation.
Don Schreiber, Jr. and Matt Schreiber
Mr. Don Schreiber, Jr. is the Founder, Co-Chief Executive Officer, and Co-Portfolio Manager of WBI Investments and has led WBI since founding the firm in 1984. Mr. Don Schreiber, Jr. is also the Chief Visionary Officer of CyborgTech, LLC, the company that brought to market Cy – a revolutionary advisor-assisted robo that combines financial planning concepts with custom-tailored portfolios optimized utilizing quantitative analytics and advanced mathematics. Mr. Matt Schreiber is Co-CEO and Chief Investment Strategist of WBI Investments. His responsibilities include market and economic analysis, portfolio strategy, and product design and development. Mr. Schreiber is CEO of CyborgTech, LLC.