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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.
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Don Murn, Attorney with Axley Brynelson, LLP, to discuss estate planning for business...