facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

financial Insights

Webinars

Post-Election Call 11/4/20 Thumbnail

Post-Election Call 11/4/20

As we continue to count ballots and wait to see who will be in charge come January, Mike and Doug discussed the possible scenarios and market outcomes we could experience in the coming months.

Read More
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

Read More
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.

Read More
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.

Read More
Talk to an Advisor