Jamie Williams, CFP®, Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the current state of the markets. Together they reflect on and describe relative data from current charts covering the Federal Reserve’s current and historical stance on interest rates, mortgage, housing, fixed income and equity markets and perspectives on market volatility. They also discuss ideas for a quality approach to your planning.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss the impact...
Heather Deaton, EIG Wealth Advisor, is joined by Kevin Kane, Chief Economist and co-founder of Green Homeowners United, to discuss the benefits of green...
Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence...