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Monday, November 1, 2021

Cody talks with Carolyn Oberfeld, an LPL Financial Advisor, about her holistic approach to Financial Planning.

 

Wednesday, April 14, 2021

Brian Wesbury, Chief EconomistFirst Trust Advisors L.P.

 

Monday, March 29, 2021

As you know, on March 16th Jeff Buchbinder from LPL Research shared his expertise with Discovery Financial clients and offered a 2021 Investment Outlook. Thank you to the more than 60 people that joined this Zoom call. And a special...

 

Thursday, March 11, 2021

Please join us for a special Zoom event for Discovery Financial clients: 2021 Investment Outlook When: Tuesday, March 16th Time: 12:00pm CST Join via Zoom: https://us02web.zoom.us/j/82880730349 2020 was an extraordinary year filled...

 

Monday, December 21, 2020

Cody talks with Doug and David Ritter about some important end of year planning.

 

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Monday, November 16, 2020

We are excited to offer this free webinar “Thriving in Volatile Markets.” For more information about David, visit his Advisor Profile , or set a time to meet with him by telephone or via Zoom meeting: https://go.oncehub...

 

Friday, October 30, 2020

This past Tuesday Jeff Buchbinder from LPL Research shared historical trends and insights on the upcoming Presidential Election and the Effects on the Markets.Thank you to the more than 50 people that joined this Zoom call. And a...

 

Wednesday, October 21, 2020

The market has performed best, regardless of who is elected President, if Congress is split between parties (see chart below). Regardless of who is elected we believe the winning party will pass a massive new stimulus bill which will...

 

Thursday, October 8, 2020

The Medicare Open Enrollment Period begins next week. Discovery Financial is happy to announce that our own Coleman Kelly is a licensed and independent agent (not affiliated with any government agency) who is able to provide you...