The Briefing Archives - Page 2 of 3

The Briefing | Financial Planning & Investment Management

August 27, 2020

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 | Our Thoughts on the Market

June 24, 2020

Our Thoughts on the Market: Is there more pain to come? In The Briefing this time, Gene McManus shared the team’s discussion from our latest investment policy committee meeting, current market activity, valuations, sector performances, and cash flow. The Briefing is an opportunity for our friends and clients to speak with …

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The Briefing | Market Update + Q&A

May 21, 2020

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 | Market Update + Q&A

May 7, 2020

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 …

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The Briefing | The Latest from the Financial Markets

April 23, 2020

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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The Briefing | Investment Policy Committee Meeting Discussion

April 16, 2020

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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The Briefing | Market Update & Townhall Q&A

April 8, 2020

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 …

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The Briefing | The Bear Market is over, Really?

April 2, 2020

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 …

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The Briefing | Strategies for a Market Downturn

March 26, 2020

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. …

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The Briefing | Current Market Volatility

March 17, 2020

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 …

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