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

The SECURE Act 2.0 includes over 100 changes that could affect you and your loved ones. We aim to bring your awareness to the biggest changes including RMD age delays, catch-up contribution increases, Roth updates, 401(k) automatic enrollment, and more in this short video featuring...
Topics: Financial Planning, Webinars and Videos

In this recorded presentation, Yeske Buie's team of experts shared our story about... What happened in the markets and economy in 2022, An outlook on inflation, interest rates, the labor market, and more in 2023, and Policy updates from Washington that are most likely to...
Topics: Economy and Investing, Webinars and Videos

The first topic we’d like to cover as part of our personal finance video series is how to maximize employer-provided benefits as an individual in the workforce. In under seven minutes, we provide general recommendations and review how we advise our clients when it comes...
Topics: Financial Planning, Webinars and Videos

Do you have questions about Medicare? You're not alone! When it comes to selecting Medicare coverage, navigating plan options can be an overwhelming process. Especially when you consider all of the changes in the insurance and healthcare industry over the past few years, like advances...
Topics: Financial Planning, Webinars and Videos

We’ve been talking about (and perhaps agonizing over) the same headlines all year, and what a year it’s been. As we head into the final quarter of 2022, we thought we’d spend a few minutes reflecting on how the third quarter unfolded. We share a...
Topics: Economy and Investing, Webinars and Videos