We hold regular briefings in our office (and via Zoom online meetings) to discuss various topics and answer questions in a group setting. Below you can find recordings of our most recent discussions and topics. If you have any questions or would like to be invited to The Briefing next time, please contact us.
Market Update + Q&A: This week, our team discussed the financial markets in the long term, and why they look murky in the short term. The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask any …
The Latest from the Financial Markets: Watch last night’s conversation here. Our team discussed the latest news from the financial market. The Energy Sector is big news right now, and we discuss what it all means. We also look at bonds and fixed income. The Briefing is an opportunity for our friends …
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Investment Policy Committee Meeting Discussion: This week, our trusted team of advisors shared what we discussed at our Investment Policy Committee Meeting. We looked at our investment profile #3 (50-70% Equity Exposure). We also discussed international exposure – specifically, decreasing our exposure in Asia (China). We also discussed other topics such as REIT’s, Energy, …
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Market Update and Townhall Q&A: Last week, Gene McManus, CFP, CPA offered our friends and clients the opportunity to speak with us and hear our perspective on current market activity. The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market …
The Bear Market is over, Really? In this recording, Gene McManus, CFP, CPA, and Clayton Quamme, CFP offered our friends and clients the opportunity to speak with us and hear our perspective on current market activity. The last 15 minutes of this video are a question and answer session for those who were able …
Strategies for a Market Downturn: In this recording of last night’s ZOOM meeting, Gene McManus, CFP, CPA, and Clayton Quamme, CFP, discuss strategies for a market downturn. The last 15 minutes of this video are a question and answer session for those who were able to join us live. …
Current Market Volatility: Gene McManus, CFP, CPA, one of our founding partners and advisors, led a discussion on the current market volatility. He discussed behavioral finance, stock market history, and shared insight into how to best weather the ups and downs. The Briefing is an opportunity for our friends and clients to speak …
The Secure Act: Gene McManus discussed The SECURE Act. The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law at the end of 2019 as part of an end-of-year appropriations act and accompanying tax measure. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged …
Cyber Security in the Digital Age: In honor of Cyber Security Month, our special guest presenter, Chris Hurley, Vice President, Technical Manager & Partner with IntelliSystems, spoke about cyber security in the digital age. He provided our guests with practical tips and information they could use to keep their personal data protected online. …
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Protecting Your Portfolio: We discussed recent market events and the strategies we use to protect our client’s portfolios. Take a look at Gene and Clayton’s presentation to learn more! The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity …
