Brian McCormick, CIMA

Brian McCormick, CIMA®, is a manager of the Investment Management and Research team at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–broker/dealer. With the firm since August 2004, he is lead analyst for the small- and mid-cap asset classes, responsible for manager evaluation and selection, as well as dissemination of research. Brian also conducts research and due diligence on ETFs and provides commentary on the ETF industry. Brian received his BS in management and finance from Quinnipiac University. He has obtained the CIMA® designation and is a member of the Investments & Wealth Institute (formerly IMCA). He has also earned FINRA Series 7, 24, and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Rx for Risk: Protecting Client Portfolios

Rx for Risk: Protecting Client Portfolios

Posted by Brian McCormick, CIMA

January 7, 2020 at 10:30 AM

Many investors and economists are anticipating a recession ahead, although predictions vary widely as to its timing and severity. It stands to reason, however, that the upcoming election and ongoing economic uncertainty will lead to prolonged stock market volatility, if not a bear market. In times like these, we’re all thinking about methods for protecting client portfolios in an economic downturn. Here, to help you think ahead, my colleague Tom Scarlata and I review current asset allocation strategies to consider.

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Topics: Asset Management & Investing

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