Citi logo
CITI.COM
ATM / BRANCH
Citi Personal Wealth Management
  • Featured
    • Overview
    • Market Outlook
    • Market Reactions
    • Weekly Market Update
    • Monthly Market Snapshot
    • Media & Press
    • Webcasts
    • Overview
    • Family & Money
    • Insurance & Long-Term Care
    • Investing
    • Personal Finance
    • Retirement
    • Trust & Estate
  • Global Perspectives
  • Wharton Knowledge
    • Ways to Invest
    • Investment Products
      & Services
    • Financial Planning
  • Speak with a Financial Advisor
    Call: 1-877-357-3399
  • Speech or Hearing Impaired Customers Dial: 711
  • Locate an Advisor
  • Sign on to Schedule Appointment
  • ATM / Branch
  • Citi.com

Investing

Investing can be complicated, we’re here to help make it a little more understandable.
woman looking at computer screen

Five Things to Remember in Volatile Markets

Since 1980, the S&P 500 has experienced intra-year corrections of over 10% in 22 separate years but has finished the year with a negative annual return in just 8 of those years (or 36 percent of the time). Nearly all of those years were associated with U.S. recessions (1981, ...

Read More on Five Things to Remember in Volatile Markets

woman looking at computer screen

Trading Options: The Basics

Investment strategies designed to take advantage of price movements in up and down markets.

Read More on Trading Options: The Basics

person scrolling through tablet

Introduction to Equities

Equities are shares of fractional ownership of a company. Shareholders have a claim on either the returns that the company generates during operations, or any residual claim on the company assets in the event of the company’s liquidation (this happens after all debts are paid).

Read More on Introduction to Equities

line chart

Introduction to Exchange-Traded Funds (ETFs)

An ETF, or exchange-traded fund, is a marketable security that tracks various underlying assets, such as an index, a commodity or bonds. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are ...

Read More on Introduction to Exchange-Traded Funds (ETFs)

wind farm

Introduction to Sustainable Investing

Sustainability is increasingly a key consideration for investors. Sustainable investments has the potential to deliver risk adjusted returns comparable to those of traditional investments, but with the additional satisfaction of alignment with environmental and/or social goals.

Read More on Introduction to <span class="nowrap">Sustainable Investing</span>

stacked building blocks with hand and fingers climbing the blocks

6 Steps to Building Your Portfolio

Building a portfolio is sort of like building a house. You want a design that you will be happy with and that meets your family’s needs. You’ll need ...

Read More on 6 Steps to Building <span class="nowrap">Your Portfolio</span>

person pinching a tablet to expand the page

Mutual Fund Basics

Mutual funds are a popular way to invest in securities. Because mutual funds can offer diversification and professional management, they may offer certain advantages over purchasing individual stocks and bonds.

Read More on Mutual Fund Basics

newton cradle

Does Systematic Investing and Dollar Cost Averaging Make Sense for You?

You may have heard of the terms “systematic investing” and “dollar cost averaging,” but ...

Read More on Does Systematic Investing and Dollar Cost Averaging Make Sense <span class="nowrap">for You?</span>

silhouette of person jumping in the air with a city scape in the background

Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns

Many of us start out as savers, favoring bank products such as savings accounts and ...

Read More on Investing Basics: Taking on Risk — In the Hope of Earning <span class="nowrap">Higher Returns</span>

Woman holding a tablet and wearing headphones

Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?

Learn the basics of when and how to rebalance your portfolio.

Read More on Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?

See More Content

Use the filters below to see more market commentary, useful webcasts and financial guidance content.

articles found

Mid-Year Outlook 2022 Webcast with Shawn Snyder and Kris Bitterly

Mid-Year Outlook 2022 Webcast with Shawn Snyder and Kris Bitterly

Following the economic boom of 2021, the Fed has decided to take the fight to inflation.

Video (57:42)

Video: Build Quality, Resilient Portfolios Now

Video: Build Quality, Resilient Portfolios Now

David Bailin, Global Head of Investments & Chief Investment Officer, Citi Global Wealth

Video (6:24)

Video: The Digital Revolution Has Far to Go

Video: The Digital Revolution Has Far to Go

Digitalization equities have sold off along with many other secular growth themes in 2022. But we believe the long-term trend remains well intact and seek some exposure through certain alternative strategies.

Video (4:43)

Video: The Rise of Asia: G2 Polarization Accelerated

Video: The Rise of Asia: G2 Polarization Accelerated

The Russia-Ukraine war has further underlined deep differences between the US and China. We believe their escalating strategic competition will create potential investment opportunities.

Video (5:16)

Video: Where to Look for Portfolio Income

Video: Where to Look for Portfolio Income

Negative real interest rates remain a clear and present danger to the purchasing power of cash. We believe select income-seeking strategies can help defend against this threat.

Video (4:46)

Answers to Commonly Asked Questions on Taxes and Estate Planning

Answers to Commonly Asked Questions on Taxes and Estate Planning

Seasoned panelists answer commonly asked questions on taxes and estate planning.

Video (59:58)

The Expansion Will Endure

The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (65:23)

Video: The Expansion Will Endure

Video: The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (7:05)

Video: Unstoppable Trends — The Rise of Asia

Video: Unstoppable Trends — The Rise of Asia

We review and highlight the potential opportunities that we see for investors with vision.

Video (5:44)

Video: 5G and Beyond —Connection to the Future

Video: 5G and Beyond —Connection to the Future

We seek investment exposure to this unstoppable trend via 5G-related real estate and beneficiaries.

Video (5:18)

Video: Cyber Security — Safeguarding the Data Revolution

Video: Cyber Security — Safeguarding the Data Revolution

In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk.

Video (4:10)

Video: Fintech — Financial Services Trasformed

Video: Fintech — Financial Services Trasformed

Among our favored areas in fintech are payments and developers of solutions that can be sold to traditional providers.

Video (4:46)

Video: Unstoppable Trends — Greening the World

Video: Unstoppable Trends — Greening the World

We see potential opportunities for investors in diverse areas such as food production, cement making and water.

Video (4:48)

Video: Digitization — Reshaping Real Estate

Video: Digitization — Reshaping Real Estate

Increased adoption of e-commerce and remote working are set to endure far beyond the pandemic.

Video (5:01)

Video: Beat the Cash Thief

Video: Beat the Cash Thief

Chief Investment Strategist and Chief Economist Steven Wieting examines how to protect wealth when inflation is high.

Video (5:26)

Video of live webcast where panelists offer their insights on president biden's infrastructure and build back better acts and how it impacts you

How Will President Biden's Infrastructure and Build Back Better Acts Financially Impact You?

Our panelists offered their insights:

  • Adam Minehardt, Director of Federal Government Affairs, Citigroup
  • Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management
  • Gil Hess, Senior Vice President, Divisional Advanced Wealth Planning Strategist, Citi Personal Wealth Management

Topics discussed include:

  • How might the spending be implemented and impact economic growth?
  • Should investors be worried about inflation?
  • What asset classes might benefit?
  • How will potential tax changes affect planning and investing?
  • Should any actions be taken before year-end with someone's portfolio and estate?

Video (67:42)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2021 Webcast

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank.

Video (64:00)

Video of Shawn Snyder offering his insights on investing in a post-COVID global economy

2021 Outlook - A New Beginning: Investing in a Post-COVID World

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy.

Video (61:27)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Potential Impact of the Election

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, and your personal finances.

Video (57:00)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Path to the Presidency Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

Video (68:00)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2020 Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Bank’s Chief Investment Strategist and Chief Economist.

Video (59.19)

Explore Investing with Citi


Item 1 through 3 of 6
  • three people looking at a laptop

    Ways to Invest

    Invest the way that works for you - on your own, with an advisor or a combination of both.

    Learn More on Ways to Invest

  • screenshot of mobile phone displaying charts

    Investment Products & Services

    Explore the range and depth of what we offer to support your investing and insurance needs.

    Learn More on Investment Products and Services

  • mam and woman looking at tablet

    Financial Planning

    Work with a dedicated team to create a complimentary, personalized financial plan.

    Learn More on Financial Planning

Connect with a Financial Advisor

Let us help you achieve your financial goals.

214-dollar-bill-check-b1-circle
Contact Us for a Complimentary
Financial Checkup
197-mobile-phone-call-b1-circle
Speak with a Financial Advisor
Call: 1-877-357-3399 | TTY: Use 711
Mon- Sat, 9:00 AM – 7:00 PM ET
151-profile-team-b1-circle
Existing Citigold Clients
Sign On to schedule
an appointment with your dedicated Citigold team.
INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: Use 711.

Citi logo

Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

©2022 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 7/21

Privacy | Notice at Collection | CA Privacy Hub