Conference Calls

Conference Call: January 18, 2022 "What is the Market Landscape for 2022?" 

This call took a quick look back at a pretty amazing 2021 in the markets, which saw the 3rd largest returns this century. We then took a look at how likely this upward trend is to continue. We looked at several challenges the market is facing, as well as several encouraging factors we see in the economy. We also outlined some tax information as tax season draws near and provided an update on our business continuation plan. 

Conference Call: October 19, 2021 "Market Update and Business Continuation Plan" 

On this call we discussed the markets briefly, and then answered the top 9 questions clients have had regarding our new Business Continuation Plan. 

Conference Call: July 20, 2021 "Can the Great Start of 2021 Finish Well?" 

On this call we discussed our views on the economy through the first half of the year and what could affect it throughout the remainder of the year.

Conference Call: April 15, 2021 "Can the Market Rise & Economic Recovery Continue?" 

Markets continue to pick-up so far in 2021 where they left off in 2020 – going up, up and up! In this call we highlight several reasons why we feel this can continue for the balance of 2021 and reach even new higher levels in the markets. We also discuss a few perils to watch that would cause the economy to slow down. We review our current portfolio positions and a recent investment change within our clients' portfolios. We also provide several tax savings ideas given this call was held on April 15th!