Q1 2024 Market Updates

February 04, 2024 00:44:03
Q1 2024 Market Updates
Money Sense
Q1 2024 Market Updates

Feb 04 2024 | 00:44:03

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

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

June 24, 2023 00:45:37
Episode Cover

Engaging with Grandkids Remotely with Jim Marggraff

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways...

Listen

Episode 158

April 05, 2021 00:43:14
Episode Cover

4-04-21 – Diane Gastrow - Insurance Planning Through the Decades

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning...

Listen

Episode

April 27, 2024 00:43:45
Episode Cover

Green Burials

Listen to hear Heather Deaton, EIG Wealth Advisor, talk with Jason Seymour, President of Forest Home Cemetery, to discuss burial trends, traditions, and the...

Listen