Joe Theisman at the Fearless Investing Summit

| November 02, 2017
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I recently had the opportunity to attend the Fearless Investing Summit hosted by Riskalyze in Incline Village, Nevada.  It was a fantastic wealth of information on tools for investment research and portfolio management.  Implementation of these tools greatly benefits our clients, so we're continuing full speed ahead with them.  I'm also encouraging all of our advisors to attend the conference next year and become even more proficient with investment technology offerings.

Some fun celeb sightings included Brad and Colin from Whose Line Is It Anyway and keynotes from Daymond John and Joe Theisman.  I caught Joe at the tables for a brief discussion.  Note Joe's ring!  Nice!  He's a tremendously friendly and humble guy.  Some pics of the fun are included.

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