2017 State of the Economy


We want to thank everyone who attended our 2017 State of the Economy presentation last month.  We are very appreciative of the full room of clients and their guests who attended the event.  Below is a link to the presentation video.  For those who were unable to attend, we hope you have the opportunity to watch.  Please email or call us if you have any questions.

Cameron discussed our financial planning focus and some examples of win-win planning opportunities.  Andy showed how decades of market history inform our “pension-like” asset management.  Brian discussed investor mentalities and the cases for both optimism and pessimism in today’s market.  John explored today’s wildly differing market valuations and an historic drift in sector composition.

Our featured guest was Chuck McKee, Principal Auctioneer with Bluegrass Auction & Appraisal, LLC. He shared his expertise in antiques and collectibles and gave practical advice for those considering downsizing or settling a family estate.


Presentation Recording, Uncategorized