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10/28/2022
October 2022 Quarterly Conversation Video Recap
Catch October’s Quarterly Conversation on video! We'll recap themes from our most recent Quarterly Commentary and answer audience questions. This quarter, we discussed: There's volatility in the stock market. The bond market is down. Sticky inflation is on the rise. Are we in a recesssion yet? Where do we go from here? How is a Recession actually defined? (It's complicated.) How housing prices and the labor market affect inflation. (It's surprising!) Where to find optimism in the mi More
October

November 2022

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January 2023
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9/28/2022 Lessons from 13,000 Feet
Author Jay D. Ahlbeck, CLU®, ChFC® │ Senior Financial Planner I am not an More
8/9/2022 Dave Emery Takes a Trip to Washington to Fight for Financial Education
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
6/1/2022 How to Lower Your Tax Bracket AND take your (RMDs) Required Minimum Distribution
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More
Commentary
10/21/2022 Commentary – 2022 4th Quarter
7/20/2022 Commentary – 2022 3rd Quarter
4/21/2022 Commentary – 2022 2nd Quarter
1/21/2022 Commentary – 2022 1st Quarter
10/21/2021 Commentary – 2021 4th Quarter
7/22/2021 Commentary – 2021 3rd Quarter
All Commentary
5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
5/3/2022 The Best Way to Apply for College as a Family? Have a Plan
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
11/19/2021 Executive Stock Compensation – Finding the Right Balance
By: Jay D. Ahlbeck, CLU, ChFC If Bill Gates never sold any of his shares in Mic More

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