To facilitate an open and regular dialogue around the markets and investing, we host an invite-only monthly update call for clients and select guests.
These update calls are a short and lively 30 minutes, and are structured as follows:
15-minute overview which answers three basic questions:
1
What happened last month?
2
How did it affect you?
3
What are we doing about it?
We also create and share a single chart (our “Chart of the Month”) which helps visualize an important data point or a key distinction which gives clients more insight into the economy or the markets. The last 15 minutes are open Q&A to ensure your questions are answered and to create a two-way conversation rather than a one-way presentation. We like the interaction and keep the call high-energy, productive and on time.