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March 2019

Forecast 2019: The Return of Volatility

March 7 @ 6:00 pm - 9:00 pm
Granite City Troy, MI, 99 W Big Beaver Rd,
Troy, MI 48084 United States

Come join us for our annual client appreciation and educational event where we provide our perspective on what’s important, what’s interesting and what’s plain irrelevant in today’s markets, economies and financial news. We tackle the important questions of the day: What's going on with the stock market? What caused the downturn in 4th Qtr 2018? Was 2018 normal or an aberration? How are Washington D.C. policies affecting your pocket book? Where are we headed for 2019? And we do it…

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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