Broker Check

Past Presentation Recordings

4/20/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 4/20/2023, with special guest speaker, Joshua Weaver,  Vice President responsible for First Trust’s financial professional relationships in Idaho and Oregon.

1/18/2023 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 1/19/2023, with special guest speaker, Quincy Krosby, Chief Global Strategist and spokesperson for LPL Research.

10/20/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 10/20/2022, with special guest speaker, Kevin McPherson, Regional Director of Fidelity Investments Asset Management.

7/20/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 7/20/2022, with special guest speaker, Steve Storlie, Vice President and External Advisor Consultant at PIMCO.

4/28/2022 Quarterly Market Update

Please take a moment to view the recording of our Quarterly Market Update from 4/28/2022, with special guest speaker, Ryan Garcia, Regional Manager at AllianceBerstein. 

2/1/2022 Quarterly Market Update 

Please take a moment to view the recording of our Quarterly Market Update from 2/1/2022, with special guest speaker, Kevin Rafferty, Regional Vice President of Guggenheim Investments.