We have several highlights from last week’s market activity, as well as stories from our community. As always, we remain committed to helping you navigate the ever-changing investment environment.
The following highlights should not be viewed as a recommendation, nor is this a notification of an impending change in asset allocation. For more information, please contact your advisor with any questions.
MARKETS & OFFICE CLOSURES: Monday, September 2nd for Labor Day
Source: Broadridge Financial Solutions
Source: Broadridge Financial Solutions
Save the date for an evening with astronaut Story Musgrave on October 26, 2019 at OMSI's Planetarium. A veteran of six space shuttle flights, and the only person to fly all five shuttles, Musgrave has spent almost 1,282 hours on space missions, including nearly 27 hours on space walks. He is most famous for his work to repair the Hubble Space Telescope, and he has insights on space exploration, STEM education, and more.
Our Director of Investment Operations, Theresa Bedard, was selected to attend the three-day RJ IIMC Portfolio Management Group program at the Raymond James office in St. Petersburg. This program offers the opportunity to learn about sophisticated investment management consulting topics, such as asset allocation and portfolio construction, from RJ and industry investment experts. Just as important is the opportunity to spend time with other financial advisors, who have a similar commitment and business model, discussing issues our clients face today and best practices in managing those.
These highlights should not be viewed as a recommendation, nor is this a notification of an impending change in asset allocation. For more information, please contact your advisor with any questions. Opinions expressed in the attached article are those of Judith McGee and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.
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