Key Takeaways from Our Recent Seminar

Kristin Meyer |

This week we hosted breakfast/lunch/dinner at Pendleton Creek Golf Club for clients and invited guest.  Updating them on the markets, timely ideas and topics pertaining to the upcoming election.  Thanks to Kyle Donley of First Trust Portfolios for sharing your election resource kit and highlighting some of your teams allocation ideas.  We also discussed investor biases, how our thoughts and fears or even past experiences can takeover and interfere with our disciplined strategy. Having a good team, along with a good plan is important especially during uncertain times in the markets or your personal life phase. 

If you happened to miss this event, reach out and I can catch you up!

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