Broker Check

Market & Economic Forecast 2014

Hillis Financial Services in San Jose, Calif., hosted their annual “Market & Economic Forecasts 2014” event at the Golf Club at Boulder Ridge on January 25, 2014. President Jack Hillis and Executive Vice President Caroline Delaney hold meetings like this annually to educate clients and prepare them for the New Year. Nearly 70 guests attended the event.

Guest speaker Scott Liddell, CFA, CAIA, and Portfolio Consultant at Natixis Global Asset Management, shared a presentation on the emergence of a global expansion. Mr. Liddell discussed the impact of synchronized global expansion on interest rates, currencies and markets. He also reviewed the risks that investors should be aware of in the coming year. Overall, clients left the event with a better understanding of global growth in 2014 and how experts expect it to affect the United States.