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 | Reliable Financial News Sources – Where do we get our information?

The Briefing | Reliable Financial News Sources – Where do we get our information?   In September, we hosted The Briefing upstairs in The Treehouse. This was an informative meeting where we held an educational discussion about reliable information sources for the financial market. Gene also provided an update on the market and discussed why …

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The Briefing - Financial Perspective

The Briefing | Cryptocurrencies

The Cryptocurrency Craze:   Watch the replay of Wednesday’s Briefing with Clayton and Tom. They dove into the cryptocurrency craze sweeping the markets. They discussed Coinbase, Bitcoin, Blockchain, and other topics related to cryptocurrencies. They also discussed the different ways to invest in crypto and answer your questions in what was a very interactive session …

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The Briefing - Financial Perspective

The Briefing | Black Swans: House Fires, Pandemics, and Financial Crises

Black Swans – House Fires, Pandemics, and Financial Crises:   During this Briefing, Gene shared a story from his personal life involving a recent house fire and the parallels between it and other “Black Swan” events such as our current pandemic and past financial crises. For those who may not be familiar with the term, …

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The Briefing - Financial Perspective

The Briefing | Market Update

Financial Market Update:   Enjoy this month’s Briefing with Gene, Sharon, and Clayton as they discuss current market activity – where we have been, where are we now, and where we are headed. The team also shared insight about the Ant and China.     The Briefing is an opportunity for our friends and clients to …

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10 Things to Consider When Planning to Transition into Retirement

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