Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Michael Frisina, author of Leading with Your Upper Brain. They talk about...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Nick Starr, President of The Starr Group, to discuss trends and what to...