Broker Check

Video From Our 2017 Client Event

| November 17, 2017
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We had a great turnout at our most recent Client Event, The Economy and Your World 2017. We realize that not everyone was able to attend. For that reason, we once again videotaped the event.

This years keynote speaker was Brian Portnoy, Director of Investment Education at Virtus Investment Partners. He is best known for his research and writing on the relationship between emotions, investor behavior and portfolio return. You can also find his book "The Investors Paradox: The Power of Simplicity in a World of Overwhelming Choice" on our recommended books page.

Please enjoy the video....

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