Webinars

Facts Vs Feelings Take 5 – The Fed Cut: How Many More?

In the latest Take 5, Sonu Varghese, VP, Global Macro Strategist, breaks down the Fed’s first rate cut after a nine-month pause, why the labor market is driving policy decisions, and what investors should expect next. From shaky jobs data to fiscal stimulus on the horizon, this episode expl …

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Inflation Reduction Act of 2022

You probably have questions on the newly signed into law Inflation Reduction Act. You hear about it on the news and wonder what impact it can potentially have on the market – and your wallet. Get your questions answered in our webinar on the Inflation Reduction Act, now available on-demand.

When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit can be a big decision. Do you claim early at age 62? Take it at your full retirement age? Or delay until age 70? There are a wide variety of factors that can go into your final decision, and you should always consult with a …

How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …

What Year Is It?

It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.

Ep 5: A Legacy Of Opening Doors & Creating Opportunities With Larvetta Loftin

Larvetta Loftin is the CEO and Founder of the L3 Agency, a full-service firm focused on creating authentic engagements for brands targeting women, millennials, and Gen Z audiences. Larvetta will share her story on how she got to the position she is in today, embracing her differences, and h …

Market Commentary: The Worst Month of the Year Is Here

The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …

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