Quarterly Investment Forum

Check out our most recent client event, our Quarterly Investment Forum from October, 2022.

As the Houston Astros made it to another World Series, 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, Fed Funds updated expectations, and other economic data. Things have looked very shaky this year in markets, and we wanted to discuss how we're handling accounts to deal with the upcoming headwinds of the market.

During this event we partnered with an organization, Mercy Ministry, through some of our great clients Bob and Kathy Zerda. To find out how you can donate or assist the organization, stop by the Mercy Ministry website for more information.

Check out some of the picture below from the event!