Resource Center

Webinars

June 2018

Is This as Good as It’s Going to Get?


Join us for our quarterly Investment Committee Update webinar, “Is This as Good as It’s Going to Get?”

Presenters focus on:

  • Current abounding uncertainties:
    – International trade wars and tariffs
    – U.S. mid-term elections
    – Labor shortage in the U.S.
  • Economic strength and interest rates
  • Tax cuts for U.S. consumers and business
  • Solid U.S. corporate earnings growth

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

Market Analysis

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Global Markets in July
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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