January 2012 Webinar
Review 2012 market performance, equity portfolio contrstruction and the greatest bull market in generations. We also discuss implications of current economic conditions on current and future retirees.
September 2011 Webinar
Review 2011 YTD market performance & Dimensional Fund Advisors core equity fund strategies.
May 2011 Webinar
Review 2011 YTD market performance & strategy updates
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January 2011 Webinar - Due to technical issues the webinar is split into two parts.
Part 1
Part 2
Review 2010 market performance as well as our expectations for 2011
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October 2010 Webinar
Review 2010 YTD market performance and portfolio management enhancements.
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May 2010 Webinar
Review 2010 YTD market performance & Roth IRA conversions.
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January 2010 Webinar
Review 2009 market performance, 2010 market expectations and gold as a long term investment.
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To view or print a copy of the webinar slides click here.
October 2009 Webinar
Review 2009 market performance & strategy updates.
Please make sure the volume is turned up on your computer to hear the presentation..
May 2009 Webinar
Review 2009 market performance & strategy updates.
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February 2009 Webinar
Review 2008 market performance and 2009 market expectations.
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