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

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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