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financial Insights

Webinars

December 3 Town Hall Webinar Thumbnail

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.

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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.

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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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