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About Zoe
Zoe Bollinger is the director of client relations at Bollinger Capital Management where she works with new and existing clients to assist in meeting their long-term financial goals. She collaborates with John Bollinger to develop and implement new investment offerings for Bollinger Capital clients, including the Impact Portfolio. This actively managed approach to socially responsible investing seeks to invest in companies with positive social and environmental characteristics without sacrificing performance. Ms. Bollinger is a Certified Financial PlannerTM professional and holds a Certificate in Financial Planning from the New York University School of Professional Studies.
Zoe's Videos
John Bollinger and Zoë Bollinger will discuss the performance advantages that can be created through an active approach to investing. They will explore various rules-based investing and trading strategies and how they compare to a buy-and-hold approach.
Market action in 2022 stood in sharp contrast to the post financial crisis bull market. It was a down year, a debacle for 60/40 investors, and a test for the resolve of passive indexers. However, 2022 also brought opportunities for technically-driven trading strategies to add value. Substantial market swings created space for volatility strategies to perform and we started to see a market of stocks with diverse opportunities rather than a monolithic stock market. In this presentation, John and ZoBollinger will discuss the dynamics of the current market and explore technically-driven approaches that you can implement to take advantage of volatile markets.