Broker Check

Join us for a thought-provoking presentation from our own Chief Investment Officer, Brett Jergens, CFA, and Dave Martin, CFP® as they break down the market dynamics, opportunities and risks that lie ahead.

We will also provide our thoughts on frequently asked questions that we are receiving from our clients.

  • DATE:     Thursday, April 18
  • TIME:      12pm - 1pm (CST)

We look forward to having you join us! 


Mark you calendars ...

Q3 Market Update: Thursday, July 11, 2024 ... 12pm (CST)

Q4 Market Update: Thursday, October 10, 2024 ... 12pm (CST)

Check back here for more information and registration.