4th Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
3rd Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
2nd Quarter Market Update
A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.
2016 Q1 Conference Call - "Riding an Aging Bull"
During our first quarter call of 2016 we discuss the final returns for 2015, drivers impacting the markets for 2016, specific risks and...
Q4 Client Conference Call, Renewed Volatility
During our Q4 conference call, we discussed the market returns YTD and the changing dynamics that are giving investors concern as we...
Q2 Client Conference Call, When to get Defensive?
During our spring conference call, we discussed the stock market returns YTD as well as a few things to look for that would trigger us to...
2014 Q1 Client Call; Strategies for the New Year
2013 proved to be one of the best years in many. Where does that lead us to in 2014? Have prices for stocks become too expensive? What...