Thank You for Attending!
We hope that you were able to join us for our 28th Annual Client Event, which also happened to be our first LIVE virtual event. You heard a timely and relevant message on the economy as we looked back on the unfolding results of presidential election in 2020. As always, we wanted to convey our sincere thanks for your continued confidence, trust, and loyalty over the years.
Please feel free to e-mail any questions or comments to info@paulried.com.
Did you miss the event? Want to re-watch your favorite moments? Share it with friends and family? Click here or on the video above to start the show! You may also click on the timestamps below to jump to that section. Please note, the video will open in a separate window on YouTube.
- 0:00 Introduction Slideshow
- 14:59 Opening Remarks by Paul R. Ried
- 22:23 Feature Presentation by Andy Blocker
- 46:15 Spotlight Performance by Jonathan Sherrill
- 51:08 Q&A with Andy Blocker, Tim Kimmel, & Adam Jordan
- 1:09:41 Closing Remarks by Paul R. Ried
- 1:23:52 Ending Performance by Jonathan Sherrill
- 1:39:08 Final Thank You by Paul R. Ried
Take-Home Materials
We were pleased to have Andy Blocker join us in 2020 and provide his insight on the economy and the markets. Andy has been featured on CNBC numerous times and has written various white papers. Please feel free take a look at the following links and learn more about Andy!
- Invesco: The same set of issues that determine every presidential election will determine this election: "Andy Blocker, head of U.S. government affairs at Invesco, discusses what the Trump and Biden campaigns need to do in the final stretch before the election, and how the economy will play a large role in their decision-making." (September 14, 2020)
- Invesco US Government Affairs Washington Newsletter August 2020: Distributed every other month, this newsletter covers China phase 2, Biden's green campaign, senate elections, and rewriting the convention playbook.
- Invesco US Government Affairs Washington Commentary June 2020: Biden's tax policy - what's reconciliation got to do with it?
Live from Portland, OR, Jonathan Sherrill helped us pass the time until the start of our program and performed special intermission and ending numbers! Please check out his official website to sample his music and contact him with any questions: Jonathan Sherrill Music
Guest speakers are not registered or affiliated with Cetera.
Unfortunately, due to COVID-19, countless aspects of our society were disrupted in 2020. Plans were cancelled. Jobs were lost. Businesses permanently shut their doors. Loved ones were lost, but never forgotten. At Paul R. Ried Financial Group, LLC, we continue to be grateful everyday that we remained in a position to continue to serve you as your retirement consultants and investment managers. And so, we wanted to give back to our local community. Our team chose to donate to the following four organizations in hopes that we could help put some of these dark days behind us all.
These organizations were ones we identified as providing critical everyday support and assistance for those affected by COVID-19. Each one was either a tax-exempt nonprofit organization or a fiscally sponsored nonprofit that had a focus on either homelessness or small businesses. We believed they all echoed many aspects of Our 9 Point Commitment to you, our clients, with the individuals and families they work with, such as quality of service, education, and building ongoing relationships.
- Seattle's Union Gospel Mission: Seattle’s Union Gospel Mission provides emergency care and long-term recovery services to hurting and homeless people in the Greater Seattle Area. Services provided include hot meals, safe shelter, and other essentials to provide for a person's basic needs. Their mission "is to bring the love of Jesus and hope for a new life to our homeless neighbors."
- Babies of Homelessness: "Babies of Homelessness is a nonprofit organization that serves as a crisis response team that delivers basics to families with children experiencing homelessness in the Puget Sound region. Access to basic needs is perhaps the single most powerful tool for overcoming homelessness. Yet, families experiencing homelessness face an increasing number of barriers that prevent them from equitably accessing items such as diapers, formula, and food. We’re here to change that."
- Pike Place Market Small Business Recovery Fund: "90% of the 500 businesses in the Market were forced to initially close as a result of the pandemic, resulting in a vast majority of businesses suffering a complete loss of revenue and mounting expenses. A new Pike Place Market Small Business Recovery Fund will provide quick, flexible and critical gap funding to Market small businesses to help bring the Market back to its vibrancy.”
- CID Restaurants and Other Small Businesses Relief Fund: "The Chinatown International District (stretching from 4th Avenue to Rainier Ave. S and Yesler Way to S Charles Street) is the heart of the Asian American Pacific Islander community in the Puget Sound region. The neighborhood is home to over 400 small businesses. This includes 140 restaurants, many of which have suffered a significant loss of revenue since late January when the first COVID-19 case was confirmed in Washington State. [This fund] distributes direct dollars to the small businesses in the CID to help them mitigate the impacts of this pandemic."
For a complete list of our ongoing charitable commitments, please click here.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
This page provides information and website links that were accurate at the time of the event, November 05, 2020 and will not be monitored for future updates. Thank you for your understanding.