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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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Video

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Mid-Term Aftermath
December 21, 2018 Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

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2019: Trade War, Trade Resolution and Interest Rates

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 …Read More

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