Broker Check

Past Events

Client Centered

 

 

May 18, 2023

Mid-Quarter Market Outlook

Presented by Emily Roland with John Hancock

Client Centered



February 15, 2023

Tax Season Essentials

Presented by Rob Kuharic and Chad Balcom with Russell Investments

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June 21, 2022 

Market Intelligence 

Presented by Emily Roland
Co-Chief Investment Strategist,  with John Hancock Investments

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October 8, 2021 

Quarter 3 Market Outlook

Hosted by Bryan Sajjadi
Vice President, Domestic Equity Strategist with Fidelity Investments

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June 17, 2021

IN THE ROOM with Leslie Odom, Jr.

Hosted by Gene Goldman
Cetera’s Chief Investment Officer and Market Specialist

Client Centered

March 18, 2021

IN THE ROOM: with Dr. Ben S. Bernanke

Hosted by Gene Goldman
Cetera’s Chief Investment Officer and market specialist

Client Centered

December 4, 2020

Quarter 4 Market Outlook

Joshua Lutzter
Regional Director with Fidelity Investments

Client Centered

July 24, 2020

Investment Ideas for an Aging Expansion

Hosted by Bryan Knaus
Vice President and Account Manager from PIMCO Investments

June 19, 2020

June 19, 2020

Brinker Capital’s Market Outlook

Hosted by Timothy Holland, CFA
Senior Vice President, Global Investment
Strategist, Brinker Capital

Market Intelligence 2020 - 2nd Quarter Market Outlook

May 8, 2020

Market Intelligence 2020 - 2nd Quarter Market Outlook

 A 2nd Quarter Market Outlook with John Hancock's Christopher Bertorelli.

Market Discussion and Analysistered

April 13, 2020

Market Analysis and Discussion

A market analysis with Gene Goldman, Chief Investment Officer and Director of Research for Cetera Financial Group