July 2017 Market Update Video

June 30 marked the final trading session not only of the month, but also the first half of 2017. It’s a period marked by strong stock market returns and exceptionally low volatility, although volatility returned the last week of June. We also saw markets alternating between gains and losses.

In this video, Adam will talk about some of the economic headlines that influenced markets in June, and give you some insight into what they could mean for you as an investor.

As always, if you have any questions or concerns about your portfolio, or if you would like a second opinion, give us a call at (419) 425-2400, or send us an email. Thank you for watching!!

June 2017 Market Update Video

The economy has sped up a bit during spring. In this month’s video, Tony takes a tour around Findlay as he talks about some of the major headlines that influenced markets in May. We hope this information offers insight into what these developments might mean for you as an investor.

If you have any questions after watching this video, or would like a second opinion on your portfolio, send us an email, or give us a call at (419) 425-2400. We would be happy to talk. Thanks for watching!

May 2017 Market Update Video

In this month’s video, Josh will talk about some of the major headlines that influenced markets in April and about a few first-quarter reports. We hope this information offers insight into what these developments might mean for you as an investor.

If you have any questions or concerns, or would like another opinion on your portfolio after watching this video, please don’t hesitate to send us an email, or give us a call at (419) 425-2400. We would be happy to talk with you.

April 2017 Market Update Video

In this month’s video, I will discuss some of the major headlines that influenced markets over the past month. In addition, I share three signs of the tremendous economic progress the US has made over the past 8 years  — and provide insight into what these developments could mean for you as an investor.

If you have any questions about your portfolio after viewing this video, please give us a call at 419-425-2400, or send us an email. We would love to talk with you.

March 2017 Market Update Video

Since February was a record-breaking month for the economy, Josh and I decided we wanted to try to break a record of our own. Watch our video to find out how we did!

Also in this month’s video, we’ll discuss some of the major headlines that influenced markets in February — and provide insight into what these developments could mean for you as an investor.

If you have any questions about your portfolio after viewing this video, please give us a call at 419-425-2400, or send us an email. We would love to talk with you.

February 2017 Market Update Video

 

In this month’s video, Josh will discuss some of the major headlines that influenced markets in January — and provide some insight into what these developments could mean for you as an advisor.

If you have any questions or concerns after watching this video, please get in touch with us. We would love to talk to you. You can give us a call at (419) 425-2400, or send us an email.

Thank you for watching!

January 2017 Monthly Market Update Video

Happy New Year! We hope that you had a wonderful holiday season, and feel ready to take on the new year.

In this month’s video, we’ll discuss some of the major headlines that influenced markets in December — and provide insight in  to what these developments could mean for you as an investor.

If you have any questions or concerns after watching this video, send us an email, or give us a call at 419-425-2400. We would love to talk with you.

December 2016 Market Update Video

In this month’s update, I will discuss the major headlines that influenced the markets in November, and provide insights on what these developments mean for you as an investor.

If you have any questions or concerns, or want to discuss your portfolio, please give us a call at (419) 425-2400, or send us an email. We would love to talk with you.

November 2016 Market Update Video

The American people have spoken and the next President of the United States will be Donald Trump. In this update, I will discuss what this will mean for investors and the markets.

If you have any questions or concerns, please email us, or give us a call at 419-425-2400. We would be happy to speak with you.

October 2016 Market Update Video

 In this video, Josh discusses the market performance for the last quarter, the volatility in the markets, and three key factors driving the volatility.