In this week's update, we address: Where the markets are now Recent actions by the Federal Reserve and Congress to support the economy Are we "slowing the spread" The actions we are taking now Research we are looking at
23/10 Webcast: Deferred Compensation Plans: 4 Steps To A Confident Decision
EPISODE 07: In the seventh episode of our monthly, 33-minute educational webcast series, 23/10 we consider how to make the most of your Deferred Compensation Plan. If you're eligible for one of these programs, check out this video. In this episode we will cover: Why Defer Income? The Risks of Deferred Compensation Plans The Go/No Go Decision: Individual Factors to... Read More
23/10 Webcast: Medicare: How To Choose A Plan That’s Right For You
EPISODE 06: Whether you're looking into Medicare for the first time or taking advantage of open enrollment to update your strategy, check out this episode where we break down the critical choices you must make. In the sixth episode of our monthly, 33-minute educational webcast series, 23/10, I'm joined by Cordant Advisor, Scott Gerlach. Scott and I cover how to make... Read More
23/10 Webcast: Elections & Markets: Is It Different This Time?
EPISODE 05: 2020 has been quite a ride with a global pandemic, the worst economic contraction since the Great Depression, and a presidential election now less than two months away. In the fifth episode of our monthly, 33-minute educational webcast series, 23/10, we consider the 2020 Elections, where the markets are today, and explore 'Is it Different This Time?' In this episode,... Read More
23/10 Webcast: Where Do We Go From Here? A Mid-Year Economic and Market Outlook
EPISODE 04: In 2020, we've seen a global pandemic, the worst economic contraction since the Great Depression, and have a presidential election pending in less than three months. Yet, despite all this, certain markets remain at or near their all-time highs. In the fourth episode of our monthly, 33-minute educational webcast series, 23/10, we: Check-in on the latest market, health, and economic data Assess... Read More
23/10 Webcast: Building a Portfolio to Weather Various Economic Environments
EPISODE 03: Whether saving money in your first 401(k) account or allocating money for the most sophisticated university endowment, your investment options come down to just four main asset classes: cash, bonds, stocks, or real assets. However, within these four categories, there is a near-endless array of choices one must make to build a portfolio. In the third episode of... Read More
23/10 Webcast: Is it Time to Worry About Inflation?
EPISODE 02: In the second episode of our monthly, 33-minute educational webcast series, 23/10, we cover: Where the markets are today and what we are watching Recent actions taken by Congress and the Fed to combat the crisis How worried should we be about inflation How different investments perform under different inflationary environments 10 minutes of live and submitted Q&A This webcast... Read More
23/10 Webcast: Is Now A Good Time to Invest?
EPISODE 01: In the first episode of our monthly, 33-minute educational webcast series, 23/10, we cover: Where the markets are today and what we are watching How to think about getting into the market? The difference between investing a lump sum or averaging in overtime Is now a good time to invest? 10 minutes of live and submitted Q&A This webcast was recorded on May 29,... Read More