Q2 2021 Market Review

Live Webcast – 1:oo PM CDT on July 27, 2021  Join our fiduciary financial advisors for an informative review and discussion of Q2 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss rising inflation and its…

Q1 2021 Market Review

Live Webcast – 1:oo PM CDT on April 28, 2021  A live webinar on Q1 2021 capital market performance during an eventful quarter which included the presidential transition, GameStop turmoil, and the covid relief bill. We will look at the returns of stock and bond asset classes and followed by Q&A. Presenters: Nicholas Economos, CRPS®,…

Creating Fiduciary Financial Plans

Webcast Recorded August 22, 2019 Please join us for a live, hands-on webcast on creating fiduciary financial plans for achieving personal goals we’ve set — using our well organized financial data. We’ll discuss the steps we take to help clients put their financial needs first, and share some tools we use to help.   Presenters: Nicholas Economos,…

Goal Setting for Fiduciary Financial Planning

  Webcast Recorded May 2, 2019 In a financial world that’s often biased by conflicting interests, it’s important to use a fiduciary approach to financial planning that puts your personal goals first. Please join us for a live, hands-on webcast on goal setting for fiduciary financial planning — starting with a values exercise to help…

Q2 2016 Market Review

About this webinar A live webinar on Q2 2016 capital market performance. Brexit and the US Political Circus will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Jul 28 2016 41 mins Presented by John Eberle, Nicholas Economos

2016 Market Preview

About this webinar Please join us for a live webinar on 2015 capital market performance and planning for volatility in 2016 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jan 15 2016 46 mins Presented by John…