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Lorem ipsum dolor sit amet, at mei dolore tritani repudiandae. In his nemore temporibus consequuntur, vim ad prima vivendum consetetur. Viderer feugiat at pro, mea aperiam
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October 10
Tim Bock, President
Summit Portfolio Management
Factor Investing: A Bit Of History And Recent Developments
SLIDES
VIDEO
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November 14
Steve Shaw, Founder and President
Bond Savvy
Rethinking Bond Investing
SLIDES
VIDEO
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December 12
Scott Juds, Founder and President
SumGrowth Strategies, LLC
Mervyn AI: Prudent Investing Just Got Simpler and Safer
SLIDES
STOCK SIG SLIDES
STOCK SCREEN SIG INFO
VIDEO
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January 9 (rescheduled on January 16th due to a tech issue)
Christine Benz, Director of Personal Finance
Morningstar, Inc.
Six Retirement Portfolio Blind Spots and How to Fix Them
SLIDES
VIDEO
February 13
Kevin Grogan, Director of Investment Strategy
BAM Investment Advisors
The Incredible Shrinking Alpha
SLIDES
VIDEO
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March 13
Kristel Patton, Attorney of Law
Empowered Legacy Law
Estate Planning
SLIDES
VIDEO
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April 10
Dr. Marvin Appel, president,
Signalert Asset Management in Great Neck, NY (Long Island)
Best Investment Opportunities For the Rest of 2021.
VIDEO
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Lorem ipsum dolor sit amet, at mei dolore tritani repudiandae. In his nemore temporibus consequuntur, vim ad prima vivendum consetetur. Viderer feugiat at pro, mea aperiam
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Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit.
Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit.