Yesterday we held our monthly “Portfolios at Panera” event – a time for clients and friends to have a casual discussion about what is happening in markets.  Our focus yesterday was going through different strategies and looking at the performance leaders and laggards to identify common themes.  If there was one major theme which might summarize the whole discussion it was “the search for income.”

Thursday morning we held our monthly “Portfolios at Panera” event – an opportunity for clients and friends to hear about what is happening in the markets and how those happenings are impacting portfolios we manage. Today’s session consisted of three main topics: Brexit, market performance for the first half of 2016, and interesting observations when to politics and the presidential candidates.

Earlier today we held our monthly “Portfolios at Panera” event.  The last Thursday of each month we spend an hour talking with clients and friends about what is happening in the markets and how those happenings are impacting client portfolios. In addition to talking about “hot topics” such as the British referendum to potentially leave the European Union, and when the Fed might raise interest rates, we spent a good deal of time looking at forecasts of which asset classes are likely to have the best (and worst) performance over the next five years.

Last week we held the first of what will become a regular event – “Coffee with the CIO” – at The Joseph Group’s offices led by The Joseph Group’s Chief Investment Officer, Travis Upton. Numerous topics were covered, but two main issues were clearly on the clients’ minds – 1) the continued saga of Greece, and 2) where to play offense in order to make money in what has been a flat market.