January 14 Town Hall Webinar
In our first town hall webinar of 2021, Mike and Doug discuss highlights from recent COVID Relief Act, why we believe the Value Rotation has staying power, and how bonds might react to the recent rise in interest rates.
December 3 Town Hall Webinar
This month, Mike and Doug talk about how the market is viewing a potential COVID vaccine, the recent the explosion in cases, whether the Value Rotation is finally happening, and what challenges lower rates will present for investors going forward.
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.
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
Jeffrey Kleintop Economic Outlook 9/22/20
Jeffrey Kleintop gives his outlook on the economy going forward.
Town Hall Call Recording 8/13/20
The Upcoming Election and How It Might Affect The Market, What Makes This Bull Market Unique, and Possible Opportunities Going Forward