Each year, money managers and financial pundits release their latest predictions about what’s most likely to happen in the next 12 months. Likewise, we like to look back and see just how their forecasts panned out.
The financial services industry has not done a good enough job educating investors that the best approach for their long-term financial well-being is to make a plan, implement it, and stick with it.
Clients often chase attention-grabbing stocks and severely underperform the market due to active trading.
Consumers are finding the highest interest rates on CDs in years through brokerage firms
“Equity and Fixed Income Investing” Presentation by Mark Wilson for the Fall 2023 workshop series
“Equity & Fixed Income Investing” Presentation by John Prichard & Kurt Beimfohr for the Spring 2023 workshop series
“Investment World” Presentation by Michael Allbee & Paul Horn for the Spring 2023 workshop series
“Equity & Fixed Income Investing” Presentation by Kurt Beimfohr & John Prichard for the Fall 2022 workshop series