Conference Calls

Conference Call: April 16, 2026 "How Are World Events Affecting the economy"

Events around the world and specifically in the Middle East, have played a major role in recent economic and market conditions. This call discusses the impact they have had and what we see going forward. We address other economic factors that also have an impact on our client portfolios and what we expect for the balance of 2026.

Conference Call: January 22, 2026 "What to Expect for 2026 Economy"

Our first client conference call of 2026 highlights how investments finished 2025 with returns over double digits for the third year in a row. We then turn to discussing the factors we are analyzing as we see 2026 unfold. We weigh the economic concerns with the tailwinds that we feel will impact your retirement portfolio for 2026. We also highlight several factors that will impact your income taxes for 2025 as well as 2026.

Conference Call: October 15, 2025 "Fall Investment Update & Market Review"

On this call we highlighted how well investments have been performing year to date and reviewed account changes in our client portfolios. We provided details on our expectations for the rest of 2025 and discussed some positive tax changes within the Big Beautiful Bill passed this summer.

Conference Call: July 23, 2025 "Markets Reach Record Highs - What's Next?"

With markets at all time highs, during this call we discuss how our client portfolios are positioned for what we expect for the rest of 2025.

Conference Call: April 17, 2025 "How to Plan for Tariffs, Taxes and Inflation"

On this call we discussed the factors that could cause markets to stabilize as well as the impact of several headwinds that could cause the economy to slow down.

Conference Call: January 30, 2025 "Market Perspectives for 2025"

On this call we reviewed what we saw in 2024 and what we will be watching in 2025. We highlighted our expectations from the Fed and discussed some possible policies that could move the market.

Conference Call: October 15, 2024 "The Markets, Election and More!"

During the call we discussed our views on the current economic conditions, the upcoming election and what we expect for the rest of 2024 and into next year.

Conference Call: April 24, 2024 "Investment & Economic Update"

During the call we highlight how excellent the first quarter was in the markets and what has happened since. We examine negative factors affecting the markets as well as the positive areas that could cause the markets to trend upward this year. We also discuss tax saving ideas to help clients reduce income taxes.

Conference Call: January 30, 2024 "Current Economic Conditions and What We Expect For 2024"

On this call we discussed the current market and economic environment and how to navigate these challenging conditions.

Conference Call: July 25, 2023 "What to look for the Last of 2023"

We discussed events of the first half of 2023 and what could possibly be expected for the second half. We showcased what investors should look forward to as we finish out the year.

Conference Call: April 20, 2023 "Current Investment And Economic Update"

We discussed the current investment and economic environment and what we see as trends and opportunities moving forward.