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1/23/2023
January 2023 Quarterly Conversation Video Recap
Catch January's Quarterly Conversation on video! In the first quarter of 2023, we discuss the economic outlook for the year: Inflation isn’t likely to go away. More than 50% of economists predict a recession this year. There’s no consensus on where interest rates are going. Watch the video to hear more about: Our expectations on what this will mean for the market, and our strategies on how to protect client portfolios over the next few years. Plus, we review the passing of More
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April 2023
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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 m More
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
Commentary
1/12/2023 Commentary – 2023 1st Quarter
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
All Commentary
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
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

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