Events Search and Views Navigation
July 2017
Halftime 2017: Fake News, Real News or Just Noise?
A special educational event where we take of stock of how the years gone so far in the financial and economic markets and check to see if all those predictions we made at the beginning of the year actually came true! All over some great food and drink.
Find out more »August 2017
Haltime 2017: Fake News…Real News…or just Noise?
A special educational event where we take of stock of how the years gone so far in the financial and economic markets and check to see if all those predictions we made at the beginning of the year actually came true! All over some great food and drink. Most importantly, we have chosen smaller more intimate venues so we can enjoy the evening and the discussion without battling outside noise, sound system issues, or outside distractions. We think the…
Find out more »February 2018
Forecast 2018: Making Sense of the Markets
It’s officially that time of the year again! It’s time for our annual Forecast Event! This one is titled “Making Sense of the Markets.” This year’s event couldn’t have occurred at a better time. Given the market volatility of the past week, it’s more important than ever to review many of the forces at work in our current environment and assess their impact on each of us. For those new to our client and supporter events, “Forecast” is a special…
Find out more »October 2020
Elections and Markets: A View from the Hill
Elections and Markets: A view from the hill. If you are not already exhausted from the Presidential Debate a few nights ago I wanted to alert you all to webinar today at 4:00 that you might all be interested in! (hint—it’s political) Today at 4:00 Anthony Bucci of Mission Point Planning and AssetMark present “A View from the Hill” with David Vandivier, former White House Chief of Staff and Colin Masters, Director of Public Policy for Fidelity and former Counsel…
Find out more »IT’s All in YOUR HEAD! How Behavioral Finance Impacts Investors and Investments
Dow drops nearly 3,000 points, as coronavirus collapse continues; worst day since ’87. DJIA loses 12.9% in one day. CNBC. March 15th 2020 Remember this? When you read the headline did you cringe? Break out in a cold sweat? Grab another glass of wine? Maybe even panic? If so, don't beat yourself up. Your human. I’m human. We are hardwired to have these emotions. But the problem occurs when we harness these feelings and turn them into investment decisions. With…
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