Educational Webinars

Webinars featuring commentary and economic data with our financial advisors from recordings of our periodic webinars. We’ll help you navigate the business landscape with thought-provoking sessions filled with valuable observations and vision.

April 2021, Spring Market Update

Anthony Valeri, CFA, Director of Investment Management gives his latest thoughts on the economy and financial market.

Money Matters

Financial News Update Vol. 1, 2021

Read the February 2021 Volume 1 Financial News Update from Christopher T. Considine, JD, CFP®  Director of Wealth Planning.

Educating, advising and implementing holistic plans for today and beyond. Our team of multidisciplinary professionals are dedicated to helping our high net worth clients achieve their financial goals.  

July 30, 2020 Mid-year Outlook

Robert Spendlove, Economic and Public Policy Officer, and Anthony Valeri, CFA, Director of Investment Management discuss the economic and financial market outlook over the second half of the year.

Wealth Management 2021 Outlook
Jan 28, 2021

Anthony Valeri, CFA, Director of Investment Management and Robert Spendlove, Economic and Public Policy Officer, give their thoughts on the economy and financial markets as we look ahead to 2021.

November 10, 2020 Post-Election Market Implications

Anthony Valeri, CFA, Director of Investment Management assesses the post-election landscape, and what we can expect to see when it comes to policy changes, interest rates, and stock market impacts.

October 8, 2020 Quarterly Review Outlook Webinar

Anthony Valeri, CFA, Director of Investment Management takes a look back at the 3rd quarter and a look ahead at the 4th quarter and what to expect.

September 8, 2020 The Presidential Election and Investment Implications

Anthony Valeri, CFA Director of Investment Management discusses and potential implications for Investors.

July 30, 2020 Mid-year Outlook

Robert Spendlove, Economic and Public Policy Officer, and Anthony Valeri, CFA, Director of Investment Management discuss the economic and financial market outlook over the second half of the year.

June 19, 2020 Financial Markets Update

Anthony Valeri, CFA, Director of Investment Management assesses recovery and asks, "what's next for the economy and financial markets." 

Money Matters

June 2020 Financial News Update

Read the June 2020 Financial News Update from Christopher T. Considine, JD, CFP®  Director of Wealth Planning.

Educating, advising and implementing holistic plans for today and beyond. Our team of multidisciplinary professionals are dedicated to helping our high net worth clients achieve their financial goals.  

May 20, 2020 Financial Markets Update

Anthony Valeri, CFA, Director of Investment Management discusses the stockmarket and economy disconnect.

May 7, 2020 Financial Markets Update

Anthony Valeri, CFA, Director of Investment Management discusses the shape the Economic Recovery will take: V, U, W, or L?

April 22, 2020 Financial Markets Update

Our latest perspective for investors on the economy and financial markets amid the COVID-19 pandemic with Anthony Valeri, CFA, Director of Investment Management.

Apr 2020 Market Update and Financial Planning with CARES Act

Anthony Valeri, CFA, Director of Investment Management, and Chris Considine, JD, CFP, Director of Wealth Planning, discuss Financial Planning with the CARES Act.

Mar, 2020 Market Update - COVID, Oil Shock, and Financial Markets

Anthony Valeri, CFA Director of Investment Management, and Rebecca Robinson, CPA, CFP Director of Wealth Management, discuss Covid-19, Oil prices and the financial market.

March 18, 2020 COVID-19 and Financial Markets Update

Anthony Valeri, CFA Director of Investment Management, and Rebecca Robinson, CPA, CFP Director of Wealth Management, and Chris Considine, JD, CFP Director of Wealth Planning, discuss Covid-19 and the financial market.

March 25, 2020 COVID-19 and Financial Markets Update

Anthony Valeri, CFA Director of Investment Management, Rebecca Robinson, CPA, CFP Director of Wealth Management, and Chris Considine, JD, CFP Director of Wealth Planning, discuss Covid-19 and the financial market.