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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.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with...
Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their...
Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality...