Conference Calls

  • Conference Call: October 17, 2019 "Third Quarter Economic and Investment Update" 

    On this call we discussed our views on the current economy and how we expect to manage clients' retirement resources through future market conditions. 
  • Conference Call: July 16, 2019 "Market Review: Where Do We Go From Here?" 

    On this call we discussed the markets thus far in 2019, and talked about a few of the trades we've made over the past few months. We covered some factors that affect market performance such as the Fed, inflation, tariffs, unemployment, corporate earnings, consumer spending, and the upcoming 2020 elections. Finally, we went over some of the changes we are making in our clients' accounts to weather any potential market shifts over the next year and a half.  
  • Conference Call: April 11, 2019 "First Quarter Market and Investment Overview" 

    In this call, we discuss the markets thus far in 2019 and what we expect to see as the year progresses. We also mentioned a couple of upcoming events we will be hosting that you may register for on our website. 
  • Conference Call: January 17, 2019 "What Will the New Year Bring?" 

    On this call, we reviewed what happened at the end of 2018 and looked forward to key areas we are watching for 2019. We also discussed how we expect tariffs and interest rates, and much more, to impact the markets in 2019.