Financial Planning Webinars
Access our informative financial planning webinar discussions. Our private client services team values client communication, and sharing topical expertise is a priority.
Private Client Services:
Review and Outlook
Don’t miss the latest edition of our Private Client Services monthly.
“Most economists are raising their 2021 GDP forecasts to a range of 6 to 9%. This would represent the strongest growth rate since the early 1980s…”Learn More
“Equity investors were clearly rattled by the bond market’s gyrations, although we believe it was the speed of the move rather than absolute yield levels that caused the angst…”Learn More
“The Democrats’ sweep of both Georgia Senate seats on January 6th has increased both the likelihood and size of a third COVID-19 stimulus bill. Stimulus negotiations are ongoing, with Biden seeking $1.9 trillion, including aid for state and local governments, continuing unemployment benefits into the Fall, a $15 minimum wage, and additional $1,400 stimulus checks…”Learn More
Financial Planning Briefs
These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.