Podcast

Our podcast A Word on Wealth covers a wide array of financial topics.

Episode 2: Investing with Perspective

With the tragic event of the Russian invasion of Ukraine and the beginning of the Fed announcement of increasing interest rates for the foreseeable future, we thought it would be a good time for sharing our thoughts on investing with perspective and hopefully bring you some useful perspective on the investment front. Our podcasts will …

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Episode 1: International Women’s Day

International Women's Day

International Women’s Day (IWD), is a global day celebrating the social, economic, cultural, and political achievements of women. IWD marks a call to action for accelerating women’s equality and an opportunity for our financial advisors to share important information about financial topics for women.    

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