As part of our ongoing efforts to provide actionable steps that you can take in this environment, watch our recorded webinar where we discuss the notes from the June Fed meeting, rising interest rates, inflation, the markets, and how it all could affect you and your money. Other topics we cover include the following:
- Insights on investments that have historically performed well in times of inflation
- Reasons why bonds still make sense during periods of rising rates
- The steps we’ve taken to help mitigate risk in clients’ managed accounts
- Tax-smart strategies* that can help you keep more of what you earn
- How emergency funds and insurance protection can help you work toward your goals
Presenters
Michelle Caffrey joined Fidelity in November 2015 as a wealth planning specialist, and in this role she educates both clients and the broader Fidelity organization regarding wealth planning strategies including asset allocation, insurance, estate, trust, gifting, and charitable planning.
Prior to joining Fidelity, Michelle was a tax manager in the Private Client Services division at EY, LLP, in New York City. While at EY, she worked with high-net-worth individuals and their families as well as family offices, to provide compliance and consulting services for income, gift, and estate taxation.
Additionally, Michelle worked as a senior tax associate at KPMG, LLP, in Providence, Rhode Island, as a part of its nationwide trust and estate division. While at KPMG, she worked with individual and corporate trustees and executors, advising on taxation and administration.
Michelle is a Certified Financial Planner™ certificant and has passed Series exams 7 and 66.
She received a bachelor of science degree in accounting from Quinnipiac University and a master of business administration degree from Bryant University.
Denise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Ms. Chisholm is focused on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. In addition to her research responsibilities, Ms. Chisholm is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media.
Prior to assuming her current position, Ms. Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Ms. Chisholm also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist.
Previously, Ms. Chisholm performed dual roles as an equity research analyst and director of Independent Research at Ameriprise Financial. In this capacity, she focused on the integration of differentiated research platforms and methodologies. Before joining Fidelity in 1999, Ms. Chisholm served as a cost-of-living consultant for ARINC and as a Department of Defense statistical consultant at MCR Federal. She has been in the financial industry since 1999.
Ms. Chisholm earned her bachelor of arts degree in economics from Boston University.
Chris Sheldon is the chief investment officer for Fidelity Personal and Workplace Advisors LLC (FPWA), the registered investment advisor for Fidelity Wealth Services, and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.
In this role, Chris oversees all investment activities of FPWA including investment manager oversight. Chris also heads the Financial Solutions team, a team of professionals responsible for Fidelity’s financial planning and advice methodology.
Prior to joining Fidelity in 2013, Mr. Sheldon was chief investment officer at Dreyfus Corporation overseeing the firm’s mutual fund and managed account assets across multiple asset classes from 2011 to 2013. Previously, he served as chief investment strategist at Bank of New York Mellon from 2003 to 2011. In this role, he was chairman of the Investment Strategy Committee, vice chairman of the Investment Policy Committee, and president of the BNY Mellon Funds Trust. Prior to that, Mr. Sheldon held a series of progressively more senior investment and management roles at BNY Mellon and other investment companies. He has been in the financial industry since 1986.
Mr. Sheldon earned his bachelor of science degree from California State University Long Beach. He is also a CFA® charterholder.