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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.
Learn tips to use when cleaning out estates such as recycling, donating items, estate sales, and more! Hosted by: Heather Deaton, EIG Wealth Advisor...
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
The EIG Tax Team discusses the 2022 tax filing season and current IRS service levels, as well as ‘what’s new’ for 2023 – including...