Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

WEBINAR REPLAY: Five Financial Strategies for Lawyers’ Unique Circumstances

Lawyers have unique circumstances. As you progress through different career stages you must navigate unique financial implications for you and your family. How do you balance paying down debt (for school or joining the partnership) with saving for the long-term and enjoying a lifestyle you have worked hard to earn?

It is not uncommon for lawyers to work beyond retirement age due to financial necessity instead of “for the love of the job”. Are you confident in your financial plan and will it help you achieve your goals at each stage of your career?

On February 25, Financial Advisor Ron Haik and Business Development Consultant Rick Goossen presented on five key strategies for lawyers including tax strategies to leverage, utilizing savings for investments and ensuring diversification across asset classes beyond stocks and bonds.

Watch the full webinar here: