Quarterly Financial & Investment Update
Third Quarter 2018
Get Informed on the Financial Markets, Investment Performance, and Economy
The U.S. economy and financial markets were strong in the third quarter but mixed internationally. Please watch this quarter’s market video (watch second quarter’s video here) 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.
