We hold regular briefings in our office (and via Zoom online meetings) to discuss various topics and answer questions in a group setting. Below you can find recordings of our most recent discussions and topics. If you have any questions or would like to be invited to The Briefing next time, please contact us.
The Secure Act: Gene McManus discussed The SECURE Act. The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law at the end of 2019 as part of an end-of-year appropriations act and accompanying tax measure. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged …
Cyber Security in the Digital Age: In honor of Cyber Security Month, our special guest presenter, Chris Hurley, Vice President, Technical Manager & Partner with IntelliSystems, spoke about cyber security in the digital age. He provided our guests with practical tips and information they could use to keep their personal data protected online. …
The Briefing | Cyber Security in the Digital Age Read More »
Protecting Your Portfolio: We discussed recent market events and the strategies we use to protect our client’s portfolios. Take a look at Gene and Clayton’s presentation to learn more! The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity …
Is Your Estate In Order? Gene McManus, CPA, CFP® shared about Estate Planning – something all of us need to do, and many of us procrastinate. But, this important topic is one that we all should pay attention to because all of us have some sort of legacy we want to leave. Estate …
Recent Market Activity We discussed the recent market activity, the reasons for the volatility we’ve been seeing, and our response. Take a look at Gene’s presentation to learn more! The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity …
Investment Vehicles: In The Briefing this week, our advisors discussed a variety of investment vehicles and the reasons our advisors choose the ones we do. The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask …
10 Things to Consider When Planning to Transition into Retirement
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