Halftime 2016

Lockharts BBQ 202 East 3rd Street, Royal Oak, MI, United States

Brexit, Federal Reserve, Interest rates, taxes ,stock market uncertainly, and oh yeah…Presidential elections…you name it and we can worry about it! So, let’s not worry about it!  Rather, let’s get to the bottom of what’s going on in the economy and the markets, what we think is causing it and what could happen in the […]

Forecast 2017: Where we’ve been and where we’re going!

Craft Breww City 27843 Orchard Lake Rd., Farmington Hills, MI

Well, it’s that time of the year again! It’s time for a bi-annual get together called “Forecast” where we take a look at the year behind us, where we are now and the year ahead in the markets and the economy--all over good food and drink. What a year 2016 turned out to be in the world. From the 1,000 point market sell off in January to the “Brexit” event to the U.S. presidential Election, last year definitely kept us on our toes!

At Forecast 2017, we’ll discuss it all and give you our perspective on the year ahead for your money.
For those of you who joined us for these events before we will follow a similar format and agenda but please refer to the attached invitation for more specifics on time, location, agenda and how to RSVP. Food, drink and craft beer are all on us! Finally, we encourage you to bring a guest who might appreciate and enjoy our discussion. Once again, for those bringing guests (non-spouses) we once again will have a separate drawing for tickets to an upcoming event. Last year we did Detroit Tigers Opening Day. This year, you’ll have to come to find out! We are looking forward to seeing you there!

Halftime 2017: Fake News, Real News or Just Noise?

Granite City Troy, MI 99 W Big Beaver Rd,, Troy, MI, United States

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.

Haltime 2017: Fake News…Real News…or just Noise?

Granite City Northville 39603 Traditions Drive, Northville, MI, United States

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 […]

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 […]

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. […]

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* 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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