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Town Hall Recording 7/16/20 Thumbnail

Town Hall Recording 7/16/20

On this call, Doug and Mike discuss the market as both a voting and weighing machine, the corporate earnings game and its impact on prices, and how current policies may affect portfolio construction going forward.

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Town Hall Recording 6-18-20 Thumbnail

Town Hall Recording 6-18-20

On this edition of the Town Hall Recording, Mike and Doug talk about the recent market moves and positioning, their thoughts on the possibility of a COVID “second wave,” and an assessment of economic conditions as states continue to normalize activity.

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Market Update 4/15/20 Thumbnail

Market Update 4/15/20

Mike Hengehold, CPA/PFS, MST, RICP®, and Doug Johnson, CFA, meet up once again to chat about the market, the current stimulus programs, what it means for HCM, and a number of questions from the audience.

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