Half way through the year we like to update our clients on current market conditions and the performance of their investments. This year, we held an in person meeting at the Marin Country Club in Novato, and had a virtual Zoom option as well. We had Chis Bush, CFA and Vice President of strategy research at First Trust.

Chris has been with First Trust for numerous years, and has over 16 years in the financial services industry. Chris shared with us his thoughts on the markets, interest rates and inflation. In addition, Tim, and Tom addressed the performance of the strategies and the current allocations as well as their thoughts on what to expect from the markets the rest of the year. Thank you to everyone who attended in person and virtual!