Quarterly Financial & Investment Update
First Quarter 2018
Get Informed on the Financial Markets, Investment Performance, and Economy
The markets were volatile near the end of the quarter and most asset classes were negative 1% to 3%. Please watch the 20 minute market video and schedule a time to talk about your financial portfolio in more detail.
Video Presentation (PDF)
Download a PDF copy of the video presentation.
Performance Reporting
Check the performance of your investments anytime.
