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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®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy...