Hosted By
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.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental...
Jamie Williams, EIG Wealth Advisor, and Richard Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc., navigate the current rate environment...