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....
Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them...