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financial Insights

Webinars

Town Hall Webinar 10/22/20 Thumbnail

Town Hall Webinar 10/22/20

Will we see an opportunity in long spurned international and value assets, and what do possible election scenarios mean for the markets? Also, tax and estate planning tactics to consider before year end. Client questions that are emailed into us

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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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