Archive for November 2020
Planning For Children
One of the greatest joys I’ve personally been able to experience in life is being a father. My daughter is now 2 years old and my wife and I have another girl coming in March of 2021. The experience has come full circle as I’m now looking back at my childhood and really starting to…
Read MorePost Election Update with Michael Gibbs
Michael Gibbs, Director of Portfolio & Technical Strategy at Raymond James joins David to give an update on the markets post-election and what can be expected in the coming months. There also is a valuable Q&A session at the end where Mike gives some answers to common questions that came up. Mike is a key…
Read MoreFinancial Decisions to Consider When Getting Married
Myles Zueger, CFP® is back on the podcast again to discuss the financial implications of getting married and things he believes should be considered by those taking this step. Having recently been married himself there is no one better to have this discussion and honest conversation about this topic. Any opinions are those of the…
Read MoreWashington to Wallstreet: A Pre-Election Update
Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies of Putnam Investments join David Adams, CPA, CFP® and Time Fries, CFP® to discuss the upcoming election and what affects it may have on the market. In addition, the discussion focuses around other factors that could affect the…
Read MoreWashington to Wallstreet: A Pre-Election Update Webinar
Bill Cass, CFP®,CPWA® Director of Wealth Management Programs and Chris Galipeau, Senior Investment Director, Global Investment Strategies of Putnam Investment join David Adams, CPA, CFP® and Tim Fries, CFP® to discuss the upcoming election and what affects it may have on the market. In addition the discussion focuses around other factors that could affect the…
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