At the beginning of each year we update our clients on current market conditions and the performance of their investments. Like usual, we held an in person meeting at the Marin Country Club in Novato, and had a virtual Zoom option as well. We had Kent Shepard, CFA with Franklin Templeton sharing his thoughts and answering client questions.

Kent joined Franklin Templeton in 1991 and has over 35 years in the financial industry. Kent shared with us his thoughts on the markets, interest rates and inflation in todays uncertain and often confusing stock market. 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 everyone for a great event!!!