Q1 2024 Market Updates

Money Sense

Feb 04 2024 | 00:44:03

00:00 / 00:44:03

Hosted By

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 33

May 21, 2019 • 00:42:22

9-30-18 - Diane Gastrow - Life, Long Term Care and Burial Insurance

Episode 135

August 31, 2020 • 00:44:12

Conversations with a Purpose #37 - Julie Hall - Inheriting Clutter

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Julie Hall, author of "Inheriting Clutter: How to Calm the Chaos Your Parents...

Episode

March 02, 2024 • 00:45:39

Entrepreneurial Journey

Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on...