A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement "life portfolio."
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
Thanks to all who attended this week's webinar. We were glad to host Carolyn Szaflik, Portfolio Specialist at Morningstar Investment Management, for a discussion on the market so far this year, possible impacts of the upcoming election, and the opportunities in today's market.
Thanks to all who attended our webinar on 7/15! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn't able to participate, we've made this replay available. We hope you find it helpful!