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Charles Schwab Chief Investment Strategist Speaks At Lexington Wealth Management's Communication Series.


"(Market's) a coiled-spring pop that I don't think is getting a lot of respectO."

LEXINGTON,Mass. -- Lexington Wealth Management, a leading wealth management and investment consulting firm for high net worth individuals, hosted their fall communication series event at the National Heritage Museum in Lexington on Wednesday, October 28, 2009. More than 100 people from the Boston area attended the event.

Liz Ann Sonders, Charles Schwab's Chief Investment Strategist was the keynote speaker. Sonders is a regular guest on many CNBC programs, as well as on ABC's Good Morning America and World News Tonight, CBS's The Evening News and The Early Show, PBS's Lehrer News Hour and Nightly Business Report, Fox Business News, CNN, and Bloomberg TV & Radio. She was a regular panelist and guest host on PBS's Wall $treet Week With Louis Rukeyser. Sonders is regularly quoted in The Wall Street Journal, Barron's, New York Times, USA Today, Financial Times, SmartMoney, Business Week, and Associated Press articles.

Michael Tucci, co-founder of Lexington Wealth Management, Inc. introduced Liz Ann Sonders as a "very reasonable" market strategist. Tucci recommended a quick Google search on Sonders to learn about her extensive credentials and experience.

Sonders told attendees that she and her colleagues at Charles Schwab are "big believers in long-term asset allocationO.Look at your overall asset allocation," she said. "The market looks pretty healthy, but that doesn't mean go and buy for every investor." She explained her economic outlook by stating, "The economy's recovery is not only sharper than a lot people think, but will continue to be at least in the near term. It's a coiled-spring pop that I don't think is getting a lot of respectO."

Gerard Donnellan, PhD, Lexington, MA Clinical Psychologist, explained irrational behavior to attendees. Donnellan suggested methods that help investors avoid knee-jerk reactions to the stock and bond markets.

Lexington Wealth Management will host their winter Communication Series in February 2010.

Our Values:

We serve as an advocate to our clients with open mindedness, objectivity, and passion. We hope to be thought of as an extension of our clients' families: we listen, we ask questions, and we focus on delivering solutions to their personal and portfolio needs.

We also believe that fostering a culture of independence is the only way to do business. We do not put clients into pre-packaged models. We do not accept commissions or soft dollars. We do not sell proprietary products. We instead believe in the free-market of ideas, in open competition and in critical examination.

For detailed information refer to the Lexington Wealth Management website: http://www.lexingtonwealth.com

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Publication:Business Wire
Date:Nov 12, 2009
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