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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.
Mortgage rates may be higher than what many homeowners and buyers have grown used to in recent years, but thoughtful planning can still open...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jim Temmer, President & CEO of the Better Business Bureau, to discuss the...