Quarterly Program Commentary

Quarterly Program Commentary | October 2017

Wayne Gillespie, Director & Senior Portfolio Strategist, discusses how recent events, such as rising interest rates and geopolitical tensions have impacted the markets this quarter. Watch the interview to learn some of the portfolio management strategies we’ve implemented this quarter, how we’re protecting against risk, as well as our outlook for the remainder of the year.


Quarterly Program Commentary | July 2017

Wayne Gillespie, Director & Senior Portfolio Strategist, reviews some of the performance contributors and detractors to our portfolios this past quarter. He also shares insight into how the different investment styles performed and discusses some of the securities that were harvested from portfolios for tax loss. Watch this interview to find out more.

Securing your Family's Future

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