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Recent Events

Charting a Safe Course Through the Next Market Crash

Thank you to all of our wonderful clients and their guests who joined us for dinner and a presentation and Midland Hills Country Club. We shared our new ideas and strategies for avoiding the next stock market downturn. Along with a great presentation, we enjoyed Filet Mignon and Bacon Wrapped Prawns or Scallops with Salmon. We hope to see you at our next event!

Half-Time Report

Thank you to all of our great clients and their guests who joined us for our annual Half-Time Report. We enjoyed the build your own sundae bar. There was vanilla and chocolate ice cream that we were able to top with a variety of different sauces, and assorted candy toppings. We also took a look at the events that took place in the market during the first half of the year and looked at what might transpire for the economy and the markets for the rest of 2017. In addition, we added a special presentation - Paul McCready invited Teen Challenge to share a brief overview about their organization. We had a number of clients who donated to Teen Challenge after the event. We raised over $3,000 in donated funds, which Paul and Beth McCready matched. It turned out to be a great event!

BBQ Open House

Thank you to all of our wonderful clients and their guests who joined us for our BBQ Open House. We enjoyed pulled pork and pulled chicken with a few different sides as we listened to a great presentation regarding REITS. Also, clients were able to to see a presentation by our newest member of our team, John Liegl, who showed them the newest technology we are using. Please keep your eyes open for more events this summer!