February 2018 Webinar
Review 2017 market performance and performance of the funds we own.  We also discuss the historic performance of managers vs. their benchmark index.  In addition, we discuss recent market volatility in comparison to historical volatility.  Finally, we review current market valuations and their potential impact on future expected returns.

September 2017 Webinar
Review 2017 year to date market performance and performance of the funds we own.  We also discuss the historic benefit of global diversification in the stock portion of a portfolio vs. holding primarily US stocks.  In addition, we discuss the pros and cons of pre-paying (or completely paying off) a mortgage in the current interest rate environment.

February 2017 Webinar
Review 2016 market performance and performance of the funds we own.  We also discuss the historic performance of managers vs. their benchmark index.

February 2016 Webinar
Review 2015 market performance and discussion of historic volatility for the US markets.  We also discuss the historic performance of the value premium in global equities.  

February 2015 Webinar
Review 2014 market performance and discussion of expected returns for bond and stock markets given current market valuations.