The Briefing

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.

The Briefing - Financial Perspective

The Briefing | Financial Planning & Investment Management

October 12, 2021

Financial Planning & Investment Management:   Last night, Clayton Quamme, CFP shared insights around financial planning and investment management in today’s market. “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep …

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The Briefing - Financial Perspective

The Briefing | Market Update + Q&A

October 12, 2021

Market Update and Q&A:   This week, our advisors 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 …

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The Briefing - Financial Perspective

The Briefing | Investment Policy Committee Meeting Discussion

October 12, 2021

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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10 Things to Consider When Planning to Transition into Retirement

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