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.

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.

April 9, 2020 Market Update and Financial Planning with the 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.

March 11, 2020 Market Update Call - COVID-19, 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.