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Your On Demand Investment Consultant

Our Chief Investment Officer, Chris Moore reviews the market environment during the third quarter of 2018..


In this webcast our Chief Investment Officer, Chris Moore reviews the market environment during the second quarter of 2018. We also share our thoughts on asset allocation in light of our outlook for the future.

2018 1st Quarter Market Webcast: Our Chief Investment Strategist, Stewart Massey reviews asset class performance during the first quarter of 2018 with a focus on energy markets and Master Limited Partnerships.

Decrypting Crypto Currencies: Bitcoin, cryptocurrency, and blockchain technologies have become a hot topic for investors. But how many of us really understand this new digital currency? In this 20 minute presentation, our Head of Research Wayne Yi provides an educational tool to help you familiarize yourself with bitcoins, blockchain, and cryptocurrencies in general.