Webinars

We discuss the new COVID stimulus bill, yield rates, and behavioral biases in this month's town hall webinar.

Mike and Doug discuss the new CDC regulations around cruises, if the reflation trade still on track, the changing landscape of fixed income, and whether you should be worried about a notable increase in speculative behavior.

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.

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.

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.

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