Investment Research

April 13, 2024 00:41:50
Investment Research
Money Sense
Investment Research

Apr 13 2024 | 00:41:50

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality metrics, and diversification of portfolios. 

Other Episodes

Episode

May 11, 2024 00:45:33
Episode Cover

Better Business Bureau

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Temmer, President & CEO of Better Business Bureau of Wisconsin, about the many...

Listen

Episode

June 22, 2024 00:42:31
Episode Cover

Discover EIG Tax

Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations,...

Listen

Episode

January 21, 2023 00:45:37
Episode Cover

Social Media Scams and Fraud Prevention with April DeValkenaere

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Forensic Financial Crimes Investigator, April DeValkenaere, to discuss how you can protect your...

Listen