Investing with Intention: How to Build a Smarter, More Strategic Portfolio

Good investing is about balance, discipline, and clarity. In this session, we’ll break down what asset allocation really means and how to use it to reduce risk, grow your wealth, and avoid emotional decision-making. You’ll learn how to divide your assets with purpose, separate cash for short-term needs, and invest strategically for the long haul. We’ll cover dynamic vs. tactical allocation, how to dodge the trap of market timing, and why fear and greed often do more harm than good. Plus, we’ll explore techniques to help you keep more of what you earn. Whether you're just getting started or refining your strategy, this session will help you invest with more confidence.

Presented by:

Julia Strayer, CPWA®, CIMA®, CRPC®, Senior Vice President, Wealth Management Advisor

Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC®, SE-AWMA^™, Vice President, Senior Financial Advisor 

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.

Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures.