Investment Management
New Mexico Education Day Speaker Highlights
Thank you to all who attended New Mexico’s Education Day! In case you missed it, check out highlights from our dynamic speakers, David Summers and Bob Doll.
The Flat Road Ahead
The market has a way of sorting itself out. Take the last two years as an example. In 2020, we watched the stock market drop 34% in less than a month, bottoming out on March 23rd. This marked the largest drop since the Great Recession in 2008-2009, and some of the worst individual trading days…
Anticipating The Market’s Whims
This week, Brian Cochran joins KLYT to discuss how to anticipate market volatility, long term market trends, and finding opportunities for generosity.
Politics & Policy: A Webinar with Edward Mills
What’s going on in Washington, and what effects could it have on the market in the near future? Edward Mills, managing director and Washington policy analyst with Raymond James, recently joined us for a webinar where he shared his insights and expertise on the changes that are happening in our capitol and what it could…
Expectations vs. Outcomes
Many investors will tell you that you must time markets, and be in the right place at the right time in order to see progress in your investments. This just isn’t true. This misconception leads to destructive investor behaviors, and may detract from the long-term returns you need for reaching your long-term goals. Recent changes…