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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®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance...