Webinars and Videos

We kicked off the new year with a live webinar led by our Chief Investment Officer Yusuf Abugideiri, our Managing Director, Dr. Dave Yeske, and our Chief Planning Officer, Lauren Stansell, where we discussed our reflections on markets and the economy for the year just...
Topics: Webinars and Videos

We’ve said it before (like in the posts below), but we think it can’t be said enough: financial planning is so much more than numbers. Financial planning done right is about building deep relationships with our Clients, constantly learning who and what matters most, and...
Topics: Webinars and Videos

Our resident economists, Dr. Dave Yeske and Yusuf Abugideiri, share a review of market performance in 2023 and their thoughts on what's in store for markets and the economy in 2024. They cover topics including the breakout of the Magnificent 7, the upcoming Presidential election,...
Topics: Economy and Investing, Webinars and Videos