Fireside Conversations- What to make of 2020 so far, and what comes next? Filed Under: Events | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Sep 15, 2020 The following is a conversation with a hypothetical client Client- It has been a wild year; we are still battling through the COVID pandemic and the related economic fallout from the lockdowns. What are your thoughts on 2020 so far? McCulloch & Partners-... Read more
Fireside Conversations- October 2018 Filed Under: Events | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by McCulloch & Partners on Nov 06, 2018 Looking Back Over the Past Month and Plotting a Course Forward This newsletter contains a discussion with a nervous client after a dramatic month in the equity markets, particularly in the United States... Read more