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.
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.
Market Town Hall 5/27/20
This week's Market Town Hall will cover updates on recent market moves, updated progress on economic re-opening, and discussion around vaccine news
Market Town Hall 5/13/20
Listen in as Doug and Mike discuss the recent goings-on of the market.
Market Update Call 4/29/20
Is it time for optimism in the market? What about states' plans to reopen? Learn about these topics and more on our Market Update call with Mike and Doug
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.