• Michael Livian


In May our team attended the 2014 annual Strategic Investment Conference in San Diego. An eclectic and opinionated group of very prominent investment strategists presented at this three day event co-sponsored by John Mauldin, a renown financial author and investor.

Marty and Richard reported on the most salient take-aways of the conference on Forbes.

John Mauldin's recent edition of Thoughts from the frontline ("A Bubble in Complacency") offers a good summary of the event for the interested investor.

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