2020 Mid-Year Market and Economic Update

Nicholas Ryder, CFA® | July 16, 2020

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Below is the recording of our live webinar that provides an update on the markets and economy.

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Major Tax Changes Are Coming - Podcast

June 11, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares key takeaways and insights from the most recent tax change proposal, the Treasury Department’s “Green Book”. As expected for anyone paying attention to...

What Is The Risk From Our Current Monetary Policy? - Podcast

May 18, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® speaks with Professor Kevin Dowd about the current state of monetary policy and the risks of the increasing the U.S. government debt obligations. During this timely conversation...

The Psychology of Happiness - Podcast

May 11, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® talks with Professor Jaime Kurtz, Ph.D. about her new audiobook, The Psychology of Happiness. Through this conversation Dr. Kurtz shares her expertise and insight to help us all...