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Town Hall

Town Hall: 2021 Q4 Portfolio Review and Dashboard

Curt Gross, Chief Investment Officer, hosted our Town Hall: 2021 Q4 Quarter Market Summary & Portfolio Review on January 20. Curt will give an update on the markets, economy, FAI portfolios, and answer your questions during the Q&A.

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Town Hall: 2021 Q3 Portfolio Review and Dashboard

Curt Gross, Chief Investment Officer, hosted our Town Hall: 2021 Q3 Quarter Market Summary & Portfolio Review on October 21. Curt will give an update on the markets, economy, FAI portfolios, and answer your questions during the Q&A.

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Town Hall: Medicare Maze

We’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.

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Town Hall: Property & Casualty Insurance

Our Town Hall featured Bob McAllister, a property and casualty insurance broker. This Town Hall may be helpful to anyone who owns a home, is purchasing a home, has made or is in the process of making improvements to a home, as Bob will navigate decisions to make to protect the value of home and one's investment in it.

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2021 Q2 Portfolio Dashboard Update - Video Highlight

A segment that Curt Gross, CFA, includes in all his Town Hall webinars is the Portfolio Dashboard Update, which features FAI’s asset allocation, securities selection, portfolio rebalancing, and portfolio construction, as well as our Bear Market Dashboard. Video Highlight Run Time: 12 minutes

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FAI Monthly Insights