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Investment Committee Update (for clients only)

Webinar
May 25, 2016, at 2:00 pm
Webinar

Presenters:

Jim Bell, CFP®
President & Founder, Chief Investment Officer
Laurent Harrison, CFP®
Senior Investment Advisor, Financial Planner

In this half-hour webinar, get access to the latest thinking and discussion from our April 2016 Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our current allocation and strategy.

Clients Only

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More