Conference Calls

  • Conference Call: April 11, 2019 "1st 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. 
  • Conference Call: October 17, 2018 "When Will The Stock Market Run Out Of Steam" 

    In this call, Bruce and Nate discussed what is behind the craziness in the markets and how we expect interest rates and other factors to impact the markets for the rest of the year and into 2019. 
  • Conference Call: July 18, 2018 "Mid-Year Investment Review" 

    In this call, Bruce and Nate discussed the year in markets thus far, and also talked about the various things that could affect the markets in the second half of 2018.