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Hans had the privilege of speaking to the USC Christian Medical and Dental Association (CMDA) for the third time. His talk was entitled, "Broke." He shared ways that will prevent the medical students from going broke once they are in residency and post-schooling.
Pictures from Event Topic 2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake, […]
Topic On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies […]
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 […]
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. […]
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 […]
