Conference Calls

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! 



Conference Call: January 19, 2021 "What Do We Expect for 2021 and the Economy?" 

In this call we discussed our expectations for 2021 as well as the potential impact of the new administration on the economy. 



Conference Call: October 21, 2020 "3rd Quarter Economic and Investment Update" 

In this call we reviewed the markets so far in 2020, and discussed the effects that COVID-19 and the Presidential election could have on the economy and markets for the rest of 2020 and into 2021. 



Conference Call: July 15, 2020 "2020 So Far - WOW!" 

This call reviews the crazy peaks and valleys we have seen in 2020. We discuss the economic winners and losers of COVID-19 as well as present four factors to watch for the remainder of 2020. 



Conference Call: March 17, 2020 "Coronavirus Impact On Markets" 

We discussed how these uncertain times are driving the markets and why there are such wild daily swings. We reviewed the positioning of portfolios and last fall's shift toward safety which helps weather these financial storms. As partners in clients' financial future, we highlight six areas we are focusing on through these unprecedented events. 



Conference Call: January 21, 2020 "Expectations for 2020 and Recent Retirement Law Changes" 

During this call we discussed what tax forms you can expect to see soon in your email or snail mailbox, what we might see happening in the markets in 2020, and also talked about some changes to retirement tax laws for 2020 and beyond.



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.