Resource Center

Webinars

March 2018

What’s Driving This Market Now? Don’t Fight the Fundamentals


Join us for our quarterly Investment Committee Update online webinar.

The stock market always brings these factors back into focus:

  • the earnings growth rate
  • leading economic indicators
  • the daily advance/decline line

The webinar illuminates why these fundamentals ultimately drive the stock market.
Additional topics include a discussion of the “Trump factor”.

Jim Bell, CFP®, President & 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