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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 and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of...
Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust, speaker and president of Toastmasters "Love of Laughter" club to discuss the importance...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current...