About Dr. Siegel:

Jeremy J. Siegel, PhD is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. Professor Siegel received his Ph.D. from M.I.T. and taught for four years at the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, monetary policy and interest rates, and stock and bond returns. Along with heading the macroeconomics module of the Morgan Bank Finance Program in New York, he is the academic director of the U.S. Securities Industry Institute and is on the Advisory Board of the Asian Securities Industry Association. Professor Siegel is courted by nearly every Wall Street firm as a consultant and lecturer and has appeared on CNBC, PBS, Wall Street Week, and NPR.

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Any opinions are those of the speaker and not necessarily those of SPC or S&M. Expressions of opinion are as of the date and are subject to change without notice. There is no guarantee that the statements, opinions, or forecasts provided will prove to be correct.

Please note changes in tax laws + market conditions may occur at any time and could have a substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.