Broker Check

Mid-Year Economic Outlook 2015

Hillis Financial Services, a San Jose-based independent wealth management firm, recently hosted their annual Mid-Year Economic Outlook event at the Golf Club at Boulder Ridge in San Jose. On July 21st nearly 100 clients and guests attended the event featuring guest speaker William Rechter, CFA, Senior Vice President and Client Portfolio Manager at Fred Alger Management. Hillis Financial Services President John L. Hillis, Executive Vice President Caroline Delaney and Senior Vice President Henry Goldstone have hosted these events bi-annually for over a decade as a way to educate clients and keep them up-to-date with the current state of the markets.