Resource Center

Webinars

April 2017

President Trump: The First Sixty Days


Presenters:

Jim Bell, CFP®
President and Founder
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor

A discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could follow.

Market Analysis

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COVID-19 and February’s Market
March 4, 2020 After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a …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