This just in: CEO Chris Shuba in Financial Planning

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Join us for the latest in our “Quant’s View” series as we dive into Fed rate hikes, recent geopolitical events, the impacts we can expect from them on the markets, and much more! Join us for a discussion on:

  • Past outcomes of equity and fixed income markets – dispelling some common misconceptions along the way
  • Previous geopolitical events as the Russia/Ukraine War is currently roiling global energy markets
  • Advice on how to engage in client conversations with simple, yet powerful, analysis and messaging

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