10 Charts To Address Client Concerns On Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More 

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In times of market and economic uncertainty, the guidance you provide to clients and prospects is more important than ever. With markets experiencing their first meaningful pullback of 2026, investors may have questions about how the war in Iran, high oil prices, and other economic concerns affect their financial plans. 

In this webinar, James Liu, CFA, founder and CEO of Clearnomics, will walk through timely insights, charts, and talking points that address clients’ the most common concerns. The session focuses on helping advisors provide clear perspectives that frame current developments in a historical context, reinforce the value of planning and discipline, and demonstrate to clients why well-constructed portfolios and financial plans are designed to navigate these situations. 

Learning Objectives:  

- Describe how geopolitical events, including wars and Middle East conflicts, have historically affected markets as temporary drivers of volatility. 

- Explain why market pullbacks are a normal and recurring feature of the stock market by placing the current 2026 drawdown in the context of historical intra-year declines, helping clients distinguish between short-term volatility and long-term portfolio risk.

- Analyze the current inflation and interest rate environment, including the Federal Reserve's balancing act between persistent above-target inflation and a cooling labor market. Articulate the implications for both equity and fixed income allocations in client portfolios.

- Evaluate how the evolving tariff landscape and the ongoing AI investment cycle are creating both risks and opportunities across sectors, and explain why broad diversification across asset classes, geographies, and market capitalizations remains essential when market leadership is rotating. 

- Utilize best practices when providing timely insights to clients to build trust and deepen relationships.

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.