Lunch & Learn: Join us for an 30 minute review of recent market events that have an impact on your investment goals. We'll share our thoughts on the economy, the markets and what lies ahead. Recession? Banking? Federal Reserve Actions? Where are the opportunities? Where are the risks?
Join us for a 30 minute live discussion of the Mortgage and Housing Markets. How does the Federal Funds Rate impact mortgage rates? What is the future of mortgage rates? How to I get a mortgage?
Join this live webinar on bond and the Federal Reserve: How do bonds work? What are the different types of bonds? How does bond math work?
Join us for an in-depth Year end review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead.
From recent changes due to the Tax Cuts and Jobs Act (TCJA), to the risk of higher taxes in the near-future, taxpayers face challenges in managing their current tax bill while planning for an uncertain future. This Lunch & Learn Event examines key income and estate tax planning strategies including maximizing the use of deductions, taking advantage of (current) lower tax brackets, and efficient means of transferring wealth. We'll provide actionable planning ideas: 1. How to maximize popular deductions, 2. Take advantage of lower tax brackets, 3. Estate planning under the new law.
Join us for an in-depth up-to-date review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead. Inflation? Recession? What are we watching? Where are the opportunities and challenges? Are we "Risk On" or "Risk Off"? Where is the financial world headed?
Hear directly from the Social Security Administration - Social Security 101: Everything you wanted to know. When are you eligible to receive retirement benefits? How does early retirement affect your benefits? Do you qualify for disability, survivors and spouse benefits? How do you get the most from your benefit? What is the future of Social Security? When should you file for Medicare?
Join us for an in-depth up-to-date review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead. Second quarter 2022