21 May Portfolio Management: Our Approach To Portfolio Rebalancing
For every investment organization, portfolio management plays a key role in the execution of any strategy. In our opinion, one of...
28 Jul Market Matters Live Cast July 28th, 2020
This week, Todd discusses the uptick in COVID-19 cases, the impact on the market and the sustainable return of active management....
21 Apr Estate Planning in the 2020 Election Year
COVID-19's impact on the economy has had a negative impact on Trump's reelection odds. If Democrats win, will they wait until 2025...
14 Jul Market Matters Live Cast July 14th, 2020
This week, Todd is joined by Steven Barton, SVP at CBRE to discuss the future of commercial real estate....
30 Jun Market Matters Live Cast June 30th, 2020
This week, Todd is joined by Dr. Patricia Meadors, MD to discuss the recent uptick in COVID-19 cases....
16 Jun Market Matters Cybersecurity Live Cast June 16th, 2020
On this episode, Todd is joined by Schwab Security experts to discuss Cybersecurity during COVID-19. ...
02 Jun Market Matters Live Cast June 2nd, 2020
On this episode, Todd provides an update on the markets and provides a deep dive into the importance of deflation. ...
19 May Market Matters Live Cast May 19th, 2020
This week, Todd Jones updates clients on the market and then is joined by Michael Townsend from Charles Schwab to talk about...
17 Apr Gratus Capital Shifts to Virtual Meetings
While Gratus immensely values our face-to-face client interactions, our team was prepared for the challenge of virtual meetings....
12 May Market Matters Live Cast May 12th, 2020
This week, Todd Jones updates clients on the market and then is joined by Charles Anderson of Invesco SteelPath to talk about...