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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“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

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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