Resource Center

Webinars

February 2019

2019 Threats and Opportunities


Join us as we review 2018 and discuss what 2019 may have in store for investors:

  • Does the poor end to 2018 mean better things for this year?
  • How will politics and the Federal Reserve factor in?
  • Will market volatility persist?
  • Can the global economic slowdown reverse itself?

Jim Bell, CFP®, Founder and Chief Investment Officer
Corinne Salera Bedford, CFP®, Portfolio Manager, Investment Advisor

Market Analysis

video feature image
“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


Video

video feature image
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

video feature image
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