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Webinar: Economic Recovery – How Might 2020 End?

July 22nd at 2pm

Investment Committee Webinar

Wednesday, July 22, 2 – 2:45 PM

Please join Senior Investment Advisor & Financial Planner Laurent Harrison, CFP®, and Portfolio Manager Ryan Kelley, CFA® for our next Investment Committee webinar. Laurent and Ryan will discuss:

  • 2020 So Far: Where Do We Stand?
  • A V-Shaped Recovery in a U-Shaped World
  • Taking Advantage of Current Market Conditions
  • Staying the Course vs. Market-Timing – Why Thinking Long-Term is Still Best
  • Virus vs. the Market: What’s Next?

Unable to attend the live webinar? Register below. All registrants will be sent a link to a recording of the presentation.

Register at:

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More