Broker Check

Webinars & Market Updates

What Can a 403(b) Do for Me?

What Can a 403(b) Do for Me?

A simple, educational webinar focused on understanding how a 403(b) works and how it can support your retirement strategy.

Date: April 30, 2026
Time: 4:00 PM
Location: Zoom

No registration required, just click the ZOOM link to join the waiting room.  Virginia & Michael Harriett will begin promptly and admit attendees once the session started.

See you there!

Are You Getting the Most from Your NJ Teachers Pension?

Are You Getting the Most from Your NJ Teachers Pension?

Join Virginia and Michael Harriett on Wednesday, April 29 at 4:30pm for an exclusive Zoom session for New Jersey educators.

We’ll break down how your pension really works, reveal key choices that can boost your retirement income and give you strategies to retire with confidence. 

Can’t make it? The webinar will be recorded.

Email mharriett@lincolninvestment.com or text (856) 263-3090 to receive the link.

We look forward to helping you make the most of your retirement benefits—on your time.

Q2 2026 Market Outlook: What to Expect and How the Current Landscape Is Shaping the Future

Q2 2026 Market Outlook: What to Expect and How the Current Landscape Is Shaping the Future

Join Lincoln Investment’s Chief Investment Officer, Shashi Mehrotra, for an insightful and engaging discussion on the forces influencing today’s markets—and what investors should be watching next.

  • The historical impact of geopolitical interference on financial markets.
  • How the media narrative compares to underlying facts.
  • The fundamental and technical landscape shaping the future of the markets.

This session is designed to provide clarity, confidence, and a fresh perspective—whether you’re a long-time follower or new to the conversation.

📅 Wednesday, May 6, 2026
⏰ 4:00 p.m. ET

👉 Use the link below to register for this event.

We look forward to having you join us for this informative session with Shashi Mehrotra.

"Expectations for 2026" - Quarterly Market Update

"Expectations for 2026" - Quarterly Market Update

Market Update Webinar Replay — February 4, 2026

Chief Investment Officer Shashi Mehrotra hosted his quarterly market update and live Q&A discussion, Expectations for 2026. During this session, Shashi shared timely insights on the current market environment and what investors may expect moving forward.

During the webinar, Shashi covered:

- Expectations for 2026
- Valuation and crowd sentiment concerns
- A continued bullish outlook, with important short- and         intermediate-term caveats

This webinar provided valuable perspective from one of the industry’s most dynamic voices.

If you have any questions after viewing the replay or would like to discuss how these insights may apply to your financial plan, please feel free to contact our office.

“Here We Go Again” — Quarterly Market Update

“Here We Go Again” — Quarterly Market Update

Join Chief Investment Officer Shashi Mehrotra for his quarterly market update and live Q&A discussion, Here We Go Again, on Wednesday, November 12, 2025 — with multiple session times available for your convenience.

Shashi is known for breaking down complex market topics into clear, engaging insights that resonate with both long-time followers and newcomers. This client event will leave you with a fresh perspective and practical takeaways for navigating today’s ever-changing markets.

During this session, Shashi will discuss:
• Recession fears reignited
• Are the markets crazy — or is this rally real?
• Bears fight a losing battle

Don’t miss this opportunity to gain insights from one of the industry’s most dynamic voices. — Click below to reserve your spot!

 Q3 2025 Market Update - Watch the Replay

 Q3 2025 Market Update - Watch the Replay

Missed the live session? You can now watch the replay of our Q3 2025 Market and Economic Update with Shashi Mehrotra, Chief Investment Strategist at Lincoln Investment.

Here’s a quick look at what he covers:

  • Will new tariffs lead to more inflation?

  • What does the “Big Beautiful Bill” mean for the economy?

  • Could anything derail the stock market’s momentum in the second half of the year?

This is an informative and engaging session you won’t want to miss.

Use the link below to watch the webinar replay from August 6, 2025.

Protect What Matters Most –  Cybersecurity Webinar

Protect What Matters Most –  Cybersecurity Webinar

In today’s digital world, online scams are becoming more sophisticated—often targeting individuals based on age, lifestyle, or major life events. These tactics are highly personalized, making anyone a potential target.

If you missed our live webinar on July 9, you can now watch the full recording below. In this session, we cover practical tips and straightforward steps to help you recognize and prevent common scams before they impact you or your loved ones.

Whether you're managing your own finances or looking out for someone else, this webinar will give you the tools and awareness to stay protected in a rapidly evolving digital landscape.

Our business is built on a foundation of thoughtful client relationships.

Q2 2025 Market Update - Watch the Replay

Q2 2025 Market Update - Watch the Replay

What’s really going on in the economy, and what lies ahead? 

  • Will recent market volatility persist?

  • Are trade negotiations and tariffs equity killers?

Use the link below to watch the webinar replay from May 7.

2025 Market Update

2025 Market Update

Market Update by Shashi Mehrotra, CFA

Lockwood Investment Insights

Lockwood Investment Insights

Give the COVID War a Chance: January 2021 Market Commentary

The views and opinions expressed herein are those of the author(s) noted and may or may not represent the views of Capital Analysts or Lincoln Investment. The material presented is provided for informational purposes only. Nothing contained herein should be construed as a recommendation to buy or sell any securities. As with all investments, past performance is no guarantee of future results. No person or system can predict the market. All investments are subject to risk, including the risk of principal loss. Clark Capital Management Group and Lockwood Investments are not affiliated with The Lincoln Investment Companies.

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