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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.
Understand the ‘why’ behind current shifts in today’s market. While we may not always agree with the decisions being made, this show offers insight...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency to discuss senior insurance...