Helping you become a more informed investor

The timely financial information and expert market commentary we’ve assembled here is designed to give you new insight into the ever-evolving markets and help build the confidence that comes from being a knowledgeable investor. You will also find details about the client events we hold from time to time. We recommend that you bookmark this page and review it for regular updates.

 

Newsletters
Market commentary
Calculators
Links of Interest
Articles/White Papers
Events

Brainworks
Simple Solutions for Staying Sharp
Wednesday, September 26th
The Club


Extending the Bull Market for Stocks
Featuring Michael Gibbs -Director of Portfolio & Technical Strategy at Raymond James
Wednesday, May 2nd
5:00pm Cocktails & Hors d'oeuvres // 6:00pm Presentation
Grand Bohemian Hotel // Mountain Brook


Join us for an exclusive presentation to discuss:
THE MARKET, RECENT VOLATILITY & THE ECONONOMIC OUTLOOK FOR 2018
Wednesday, March 7th
Botanical Gardens
4:30-6:30pm
Space is limited please RSVP to Annie Walker 205.802.4298


Tony Nathan Luncheon
Friday, September 22nd
Join us as Tony tells his story of triumph and challenge both on & off the field

EMPOWER the Female Investor
Sponsored by Goldman Sachs
Thursday, May 11th
12:00 Noon
The Club


Understanding Social Security Seminar
Monday, March 27th
5:30pm Cocktails & Heavy Hors d'oeuvres // 6:00pm Presentation
Grille 29 // 971 Brookwood Village


Annual Holiday Movie with Special Appearance from Santa
Saturday, December 12th
Carmike Cinemas-Summit 16


"Taking on New Challenges in Our Golden Years" presented by Art Mortell
Monday, October 24th
11:30am
Grille 29 // Brookwood Village


Opening Day for the Baron's
Thursday, April 9th
6:30pm
Regions Field
Concourse Suite 112


An Evening with Our Chief Investment Strategist - Jeffrey Saut
Sheraton Birmingham Hotel
Tuesday, March 24, 2015
Cocktails 5:30pm // Presentation 6:30pm
Seating is Limited


December 13th
Annual Holiday Movie
The Penguins of Madagascar
9:00am Santa Arrives/10:00am Show Time

Carmike Cinemas-Summitt 16 //Highway 280


November 13th
Client Appreciation "Tailgate Party"
Please join us as we celebrate the joy of the season (SEC football season that is)!
Speaker-Dr. Mark Windham
4:30pm Hors d'oeuvres
5:15pm Presentation

Cahaba Grand Conference Center


November 4th
U.S. Energy Revolution: What it Means for Investors
6:00pm
Fleming's Restaurant // The Summit // Highway 280


September 10
Planning for Long Term Care in Retirement
3:30pm
Season's 52 Restaurant // The Summit // Highway 280


June 25
Discover Long-Term Value with International Investing
6-8:00pm
Season's 52 Restaurant // The Summit // Highway 280


April 9th
Opening Day at the Birmingham Baron’s
Regions Field


January 21st
Around the World in 30 Minutes Investment Discussion
Season’s 52



2013

December 14th
Annual Holiday Breakfast with Santa at the Movies
Carmike Cinemas The Summit


December 11th
Long Term Health Care in Retirement
Season’s 52


December 5th & 18th
Eat, Drink & Be Merry/Cooking Class
Sur La Table


May 9th
Savvy Strategies to Maximize Social Security
Raymond James office


May 2nd
Healthy Prescription for Retirement
Season’s 52



2012

December 5th
Norman Rockwell Exhibit Private Tour & Luncheon
Birmingham Museum of Art


October 18th
I have an IPad, Now What
Raymond James office


 

While we attempt to make as many events as possible available to our friends and clients, sometimes due to space limitations we are forced to limit attendance. If there is a particular event that you feel you would like to have attended or would like to attend in the future feel free to contact us. It is always our intention to make our events unique and memorable and your input is greatly appreciated.