Resource Center

Webinars

January 2018

Why is the Market So Strong, and What Could Go Wrong?


Join us as we explore these questions in our half hour webinar:

  • What does the tax bill mean for 2018?
  • What impact will Federal Reserve policy and the new Fed Chair have on the bond market?
  • International equities are back in favor; will the rally continue?
  • Can the low volatility environment we saw in 2017 persist?

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

Market Analysis

video feature image
“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

video feature image
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

video feature image
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