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.

May 2022

Senior Care Decision-Making – Assisted Living and Nursing Home Care

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May 2022

Senior Care Decision-Making: Aging-in-Place and Independent Living

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August 2021

What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

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March 2021

Equities and Bonds: Market Conditions and Opportunities

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Private Client Services:
Review and Outlook

Don’t miss the latest edition of our Private Client Services monthly.

June 2022

“The growing “peak inflation” market consensus crashed into the “stalling growth” call in May, after Walmart and Target reported earnings misses … These announcements spooked the market, and the yield curve reacted by beginning to dial back rate hike expectations for the second half of the year.”

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May 2022

“The Q1 GDP report released at the end of April shocked markets expecting a slowdown to +1.0% by contracting 1.4%. While the headline figure sparked talk of recession, the details of the GDP report were somewhat stronger.”

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April 2022

“As expected, the Federal Reserve hiked short term rates for the first time this cycle at their March meeting. The median dot plot was more hawkish than expected, showing seven hikes vs. the market’s expectation of six, although there is little cost to the Fed setting aggressive expectations.”

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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.