Webcasts

Q1 2023 Market Review

April 26th, 2023.

Join our fiduciary financial advisors for an informative review and discussion of Q1 2023 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter. Finally, we will conclude with our “Ask a Fiduciary” Q&A session to answer your individual questions live.

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Q4 2022 Market Review

january 25th, 2023.

Q4 2022 Market Review Webcast Aired - January 25th, 2023. Join our fiduciary financial advisors for an informative review and discussion of Q4 2022 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter. Finally, we will conclude with our “Ask a Fiduciary” Q&A session to answer your individual questions live.


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Q3 2022 Market Review

October 3, 2022

Q3 2022 Market Review Webcast Aired – October 19, 2022 Join our fiduciary financial advisors for an informative review and discussion of Q3 2022 capital market performance where we examined the returns of stock and bond asset classes, and reviewed a timeline of events that occurred during the quarter. Finally, we concluded with our “Ask a…

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Q2 2022 Market Review

July 15, 2022

Q2 2022 Market Review Webcast Aired – July 27, 2022 Join our fiduciary financial advisors for an informative review and discussion of Q2 2022 capital market performance where we will examine the returns of stock and bond asset classes, and review a timeline of events that occurred during the quarter. We also discuss the following topics:…

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Q1 2022 Market Review

April 13, 2022

Webcast Aired – April 27, 2022 Join our fiduciary financial advisors for an informative review and discussion of Q1 2022 capital market performance where we examined the returns of stock and bond asset classes, reviewed a timeline of events that occurred during the quarter, and addressed the question “do downturns lead to down years?” Finally,…

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Navigating Turbulent Markets

April 8, 2022

Webcast aired March 15, 2022 Join our fiduciary financial advisor Nick Economos and guest speaker Apollo Lupescu for an informative review and discussion on how to navigate turbulent markets. This town hall-like discussion focuses on the Ukraine-Russia crisis’ impacts on markets, inflation, protecting your portfolio against market downturns, and investing in cryptocurrency. Finally, we will…

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Q3 2021 Market Review

October 27, 2021

Join our fiduciary financial advisors for an informative review and discussion of Q3 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss "tuning out the noise" and the positive impact it can have on your life and your portfolio. Finally, we will conclude with our “Ask a Fiduciary” Q&A session to answer your individual questions live.

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Q2 2021 Market Review

July 14, 2021

Live Webcast – 1:oo PM CDT on July 27, 2021 Join our fiduciary financial advisors for an informative review and discussion of Q2 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss rising inflation and its…

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Roth vs Traditional 401(k): Which one makes sense for me?

June 4, 2021

Live Webcast – 12:oo PM CDT on June 18, 2021 Join our fiduciary financial advisors for an informative discussion on Roth vs. Traditional 401(k). Attendees will learn how to determine which one is right for them, steps they can take to improve their retirement outlook, and 5 ways to create financial security. Finally, following the…

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Q1 2021 Market Review

April 7, 2021

Live Webcast – 1:oo PM CDT on April 28, 2021 A live webinar on Q1 2021 capital market performance during an eventful quarter which included the presidential transition, GameStop turmoil, and the covid relief bill. We will look at the returns of stock and bond asset classes and followed by Q&A. Presenters: Nicholas Economos, CRPS®,…

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Implementing Fiduciary Financial Plans

September 17, 2019

Webcast Recorded October 24, 2019 Please join us for a live educational webinar on implementing financial plans to achieve personal goals we’ve set first and foremost. We’ll discuss the steps we take to help clients put their financial needs first, and share some tools we use to help. Presenters: Nicholas Economos, CRPS®, Partner & Chief Retirement…

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Fiduciary Risks – A Retirement Plan Checkup

July 19, 2019

Webcast Recorded August 7, 2019 Watch our educational webinar for a simple process to help plan sponsors meet their fiduciary duties. We performed a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps are designed to help viewers begin to assess the state…

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Creating Fiduciary Financial Plans

June 20, 2019

Webcast Recorded August 22, 2019 Please join us for a live, hands-on webcast on creating fiduciary financial plans for achieving personal goals we’ve set — using our well organized financial data. We’ll discuss the steps we take to help clients put their financial needs first, and share some tools we use to help. Presenters: Nicholas Economos,…

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Organizing for Fiduciary Financial Planning

May 2, 2019

Webcast Recorded June 27, 2019 Many of us have fragmented financial lives — with many accounts for many services. So it’s important to get organized to understand where we are today, before we can create a comprehensive financial plan for achieving goals we’ve set. Please join us for a live, hands-on webcast on organizing finances…

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Goal Setting for Fiduciary Financial Planning

May 2, 2019

Webcast Recorded May 2, 2019 In a financial world that’s often biased by conflicting interests, it’s important to use a fiduciary approach to financial planning that puts your personal goals first. Please join us for a live, hands-on webcast on goal setting for fiduciary financial planning — starting with a values exercise to help…

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Q2 2016 Market Review

June 28, 2016

About this webinar A live webinar on Q2 2016 capital market performance. Brexit and the US Political Circus will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Jul 28 2016 41 mins Presented by John Eberle, Nicholas Economos

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Q1 2016 Market Review & Lessons From March Madness

April 21, 2016

About this webinar A live webinar on Q1 2016 capital market performance. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets followed by Q&A. Recorded Apr 21 2016 | 38 mins Presented by John Eberle, Nicholas Economos, John Hillman

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2016 Market Preview

January 15, 2016

About this webinar Please join us for a live webinar on 2015 capital market performance and planning for volatility in 2016 and beyond. A global overview will be discussed, as well as the returns of stock and bond asset classes in the US and international markets. Recorded Jan 15 2016 46 mins Presented by John…

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