LIFT² Symposium

Sam Stovall, CFP®

Lunch Keynote Speaker

As chief investment strategist of CFRA Research, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the chairman of the CFRA investment policy committee, where he focuses on market history and valuations, as well as industry momentum strategies. Stoval is the author of The Seven Rules of Wall Street, and writes weekly “Sector Watch” and “Investment Policy Committee Meeting Notes” on the CFRA’s MarketScope advisor platform. His work is also found in CFRA’s flagship weekly newsletter, The Outlook.

Prior to joining CFRA Research, Stoval was managing director and chief investment strategist at S&P Global for more than 27 years, and served as editor-in-chief at Argus Research, an independent investment research firm in New York City. He received an M.B.A. in finance from New York University and a B.A. in history/education from Muhlenberg College. He is also a certified financial planner.

Stoval’s volunteer efforts center on financial literacy. He is a board member of Working in Support of Education (W!SE), an educational not‐for‐profit that aims to improve the lives of young people through programs that develop financial literacy and readiness for college and careers. He is also a trustee of Muhlenberg College.

Keynote Topic:  Is it time to buy or bail?

The times, they are a changin’! Sam Stovall will tell us whether he thinks it is time to buy or bail. An avid stock market historian and experienced stock market strategist, Stoval will provide unique statistical insight into today’s market and emerging trends.