Quarterly Investment Forum

Check out our client event, the Quarterly Investment Forum from October, 2023.

We gathered with our amazing clients, family and friends to discuss the ever changing markets and the state of our economy. This time we had the wonderful opportunity to present a Guest Speaker, Anu Guggar, with Fidelity Investments who spoke about the outlook of the economy & financial markets for the rest of 2023 and into 2024.

During this event we partnered with Star of Hope, an organization focused on meeting the needs of homeless Men, Women, and their Children. Thank you to everyone who brought donations to the event, we hope you had a wonderful time.

Check out some of the picture below from the event!