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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.
Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy...