Quarterly Investment Forum

Check out our most recent client event, our Quarterly Investment Forum from January, 2023.

As the year kicked off, we took some time to gather at Perry's to connect with wonderful clients, family and friends. We discussed some of the recent market events with inflation, the Federal Reserves rate expectations, and other economic data. Things were volatile last year in markets, and we wanted to discuss how we're handling accounts to deal with the upcoming headwinds. We also addressed live questions with our valued clients.

During this event we partnered with Texas Fire Fighter Home, a charitable organization for which one of our clients is passionate. To find out how you can donate or assist the organization, stop by the Texas Fire Fighters Home website for more information.

Check out some of the picture below from the event!