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“Stacey Wall has been one of our state’s foremost economic and market analysts for twenty years. He has the uncommon gift of being able to explain difficult material in a way that is both informative and entertaining. I never miss a chance to hear him speak, and good news or bad, I always leave confident that I know more than I did before his presentation.” – Andy Taggart; Taggart, Rimes & Usry
“Jeremy Nelson has the unique ability to help people understand dynamic global markets, and the impact it has not just their investment portfolios, but their lives as well.” – Kimberly C. McCoy; BKD
“David’s presentation was a refreshing change from typical presentations that we have become accustomed to. Using an actual case study to explain the tax issues made the presentation not only more interesting but allowed us to envision how the tax issues being presented could effect our clients in a very practical way.” – Dee Dee Bassi; Hortman Harlow Bassi Robinson & McDaniel
Current Stock Market Trends –How to Make Money in a Difficult Environment
Are America’s Best Days Behind Us? We’re used to being #1. But it’s going to take a lot more than a few budget cuts to stay competitive.
The Current Debt Crisis in the U.S.
Emerging Markets & Their Impact on the U.S. and Global Economies
Secular & Cyclical Trends: What History Tells Us About Today
Changing Times, Not Hard Times—How to Meet Your Retirement Goals
What You Need to Tell Your Kids
What You Need to Know: Advice for Children of Aging Parents
Ten Reasons You Might Need a Trust
How Much is Enough? The “Bucket Theory” of Investing.
Who’s Gonna Run My Company When I’m Gone? How to Transfer Your Business & Legacy to the Next Generation