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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.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small...