Two day workshop with Montage Investments

I have the distinct pleasure of working with the Sales and Management Team at Montage Investments for two days February 12th and 13th. During my two days with Montage Investment I will be delivering and discussing concepts around: CLOUT РThe ability to...

“When a Tailwind Becomes a Headwind”

This afternoon (4:00 P.M. EST) I am participating in a webinar sponsored by Peak Capital Management.  I believe it will be very helpful for those advisors who have clients with fixed income positions, concerned about the inevitable change in interest rates coming down...