Category

Events

A&I Financial Services

In a recent Lunch and Learn session hosted by A&I Wealth Management, Cameron Morgan shared invaluable insights on how to organize important documents using the “Wealth and Well-Being Album.” This simple yet powerful tool ensures your loved ones can easily access crucial information when they need it most. Cameron emphasized that this isn’t about perfection,...
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Recent Investment Commentary
UPDATED: August 12, 2024 I share some of the insights from our investment research team at IM Global Partners during the Q2 Investment Market event. Their “base-case view” is for the economy to continue growing, slowing, for inflation to grind lower and for equities to continue to do well. IMGP believes inflation has peaked and...
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Paying for College: Myths and Tips Please join us for a free video workshop to receive helpful information on some of the myths and tips for paying for college. Presented by: Stephen Jobe, Director 529 Plan Specialist, Legg Mason Join us via Zoom meeting! Recently, some of our financial advisors listened to Stephen present to...
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