In this call we review an excellent 2017 in the markets and highlight what we expect for 2018. We also discuss the major changes in the new tax law that affect our clients. Listen>>
Conference Call: October 18, 2017 "Investment Update - What Will the Markets Do for the Rest of 2017?"
In this call we explore the record-setting pace of 2017 year-to-date and look at what the chances are of a major drop in the market in the near future. Listen>>
This client call highlights what we have seen in the economy and in client portfolios for the first half of 2017. The call also addresses the factors we see impacting the markets for the last half of 2017. Listen and learn what the story of the "Big Bad Wolf" has to do with the management of our client portfolios. Listen>>
Bruce and Nate discuss the current state of the markets, the impact of the new administration, and several tax saving tips to reduce your 2017 taxes. Listen>>
- This call is titled “Brexit and Beyond” and reviews market conditions for the first half of 2016. We discuss the impact of Brexit as well as the upcoming presidential election on markets in the short run and what we expect for the rest of 2016. Listen >>