Latest Past Events

Coronavirus’ Impact on Markets and The Economy- April 3, 2020

Zoom Meeting SC

Topic On April 3rd at noon, Hans Blake, CFA, CPA will host a virtual Zoom videoconference call on the Coronavirus (COVID-19) and the impact it has had on markets in recent weeks. He will share what we are observing around the world from an economic standpoint and where there may be opportunities. He will also […]

What the SECURE Act Means to Me- March 6, 2020

Intelligent Investing Office 33 Market Point Drive, Greenville

Topic The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on Dec. 20 by President Donald Trump. […]

February 7, 2020- FFN@N (2020 Market Outlook)

Intelligent Investing Office 33 Market Point Drive, Greenville

Topic 2019 markets were generally good for most investors. The upcoming presidential election, the new trade deal with China, and Brexit may increase volatility in 2020.  On February 7th at our First Friday Networking at Noon event, we reviewed 2019 markets and providing a 2020 market outlook. Hans Blake, CFA, CPA provided some key insights […]

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