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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.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be...
EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager...