Intelligent Investing Celebration Lunch

On June 1, 2018, Intelligent Investing hosted a lunch to celebrate our one year anniversary. Intelligent Investing invited Dr. Jeffrey Roach, a global economist, to provide some key insights and outlooks regarding the macroeconomic environment around the world. Jeff talked about the impact of the Fed raising rates, the threat of contagion spreading to other emerging markets, and other topics.

We also heard Rich Gonzales, a former floor trader from the Chicago Board of Trade, who shared stories of his time on the floor as well as the importance of alternative investments in portfolios. Rich even put on his trading jacket and taught everyone the hand signals used to buy and sell on the trading floor.

Intelligent Investing welcomes Dr. Jeff Roach

At the end of the event, Intelligent Investing announced that Dr. Jeff Roach would be joining as Director of Research.

We have been so blessed to help our clients minimize financial stress to maximize their lives. We are excited to launch forward into another great year.

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