Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 14, 2020

5:00p - 6:00p


Elections, Politics, and the Stock Market

The coronavirus pandemic certainly dominates the news cycle, but investors are also seeking to understand how the upcoming election might impact the market and their investments. We are excited to offer the opportunity to engage with Apollo D. Lupescu, PhD and Vice President at Dimensional Fund Advisors, one of the largest and most reputable investment managers in the country. Dr. Lupescu will examine the market returns during election years, performance under different political administrations, and provide perspectives on why we observe these results. While elections is the central topic, the discussion will not be political in nature, and will not endorse or reject any ideological views.

Event Registration

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