Lunch and Learn
Connect with other investors to discuss current issues and topics relevant to the markets. Our monthly Lunch and Learn gatherings offer an informative dialogue, with a question and answer session with either a Professional Money Manager, Guest Speakers, or Tax Professionals. Chat with other investors from the area so that you discover new strategies and resources.
5 Things You Need to Know for 2018
With 2017 going down in the history books as a year of low volatility, what may be in store for investors throughout 2018?
Join us on December 7th 2017 at 12:00 pm to:
Discuss the recent equity market rally and whether it may last through 2018.
Learn how the strength in the U.S. Dollar may affect your investments in 2018.
See why the direction of interest rates may mean more to your than you know.
Hear whether this year's strength in Gold will continue into 2018.
Listen to our outlook for the economy and how we plan to position our portfolios in the new "Trump" world.
Thursday, December 7th at 12:00pm
18872 MacArthur Blvd. 1st Floor
Irvine, CA 92612
Feel free to bring a friend or two that may be interested in learning more about how election years affect the markets. Please use the following form to reserve your seat, or call us at 949-590-4200.