Q1 2024 Market Updates

February 04, 2024 00:44:03
Q1 2024 Market Updates
Money Sense
Q1 2024 Market Updates

Feb 04 2024 | 00:44:03

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

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.  

Other Episodes

Episode 125

June 16, 2020 00:42:33
Episode Cover

Conversations with a Purpose #27 - Nick Jarmusz - Impact on Travel

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Nick Jarmusz, AAA Director of Public Affairs – Midwest Region, to discuss the...

Listen

Episode

June 03, 2023 00:41:18
Episode Cover

Social Security with Elida Elizondo

Jean Range, EIG Senior Wealth Advisor, sits down with Elida Elizondo, Public Affairs Specialist with the Social Security Administration, to learn the "nuts and...

Listen

Episode 126

June 23, 2020 00:41:12
Episode Cover

Conversations with a Purpose #28 - Paul Riedl - Technology Security

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Paul Riedl, CEO of River Run, to discuss technology security and protecting your...

Listen