Featured Event:

December 1, 2020: Powerful Portraits: An Intimate Look at Humanity and Leadership at 7:30 pm… learn more

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by: Danielle Howard

2020… Let’s just say it’s been one for the history books. In this year’s Half-Time Report, Jim Kruzan, CFP®, CRPC® reviews the COVID-19 pandemic, recession recovery, economic growth, fiscal and monetary policy, and equities and diversification.

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As always, if you have any questions about this recording, or would like to discuss it further with a member of our team, please contact us.