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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.
Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on...
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.