Audio & Webcasts

Following a volatile August, markets have shown signs of stabilization. As we approach the end of 2024 and look ahead to the coming year, we invite you to join us for an update on our Mid-Year Outlook along with our latest insights, and an exploration of potential investment opportunities.

What explains the economy’s surprising strength — and will it last? Can markets keep powering forward in the face of very real geopolitical risks? Join us as our team of professionals discuss five considerations that may help you navigate the current environment.

Every year arrives with wide-ranging opportunities and changes – and 2024 is no exception with an upcoming presidential election, potential cuts from the Fed and market volatility. Join us for a discussion covering the 4 key areas you can look at now to take control of your finances and better position yourself for the year ahead: 1. Align your portfolio with your intent 2. Gift confidently 3. Enhance your portfolio’s tax efficiency 4. Empower the rising generation