Our original meeting (July 12) was postponed due to illness, but please plan to watch our QUARTERLY CLIENT TOWN HALL on July 18!

The markets are getting choppier ahead of what we strongly believe will be a significant recession in the U.S. and many other parts of the world. Although we keep you informed every week with a macroeconomic update and are adjusting our investment models carefully in response to developments, we want to start the tradition of giving our clients and prospective clients the opportunity every three months to hear about what’s going on and how we are responding to it, answer your general questions, and even have a guest speaker.

All clients will be sent a meeting link on July 18 to watch this event at your convenience.