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 | Recent Market Activity

Recent Market Activity   We discussed the recent market activity, the reasons for the volatility we’ve been seeing, and our response. Take a look at Gene’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 …

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The Briefing - Financial Perspective

The Briefing | Investment Vehicles

Investment Vehicles:   In The Briefing this week, our advisors discussed a variety of investment vehicles and the reasons our advisors choose the ones we do.         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 …

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