HB Wealth provides investment and economic commentary to our clients in a wide variety of formats. Our HB Wealth Market Monitor presentation, HB Wealth Market Insights email, and HB Wealth Investment Video are updated monthly and sent to clients. Our Economic Update and Investment Outlook is shared quarterly along with a narrated video of the materials. When investment managers visit HB Wealth to share updates we will often coordinate to have them present to our clients during a lunch event at our main office location.

HB Wealth also organizes an Investor Conference every other year featuring a wide range of well known speakers in the world of investments. Past events have featured presentations from Jeffrey Gundlach, Howard Marks, Liz Ann Sonders, Cliff Assness, David Golub, and other notable investment experts.