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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Video

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Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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