The Briefing

We hold regular briefings in our office (and via Zoom online meetings) to discuss various topics and answer questions in a group setting. Below you can find recordings of our most recent discussions and topics. If you have any questions or would like to be invited to The Briefing next time, please contact us.

The Briefing - Financial Perspective

The Briefing | Intergenerational Planning (May 2022)

Intergenerational Planning (May 2022)   Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more.       …

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The Briefing - Financial Perspective

The Briefing | Cryptocurrencies

The Cryptocurrency Craze:   Watch the replay of Wednesday’s Briefing with Clayton and Tom. They dove into the cryptocurrency craze sweeping the markets. They discussed Coinbase, Bitcoin, Blockchain, and other topics related to cryptocurrencies. They also discussed the different ways to invest in crypto and answer your questions in what was a very interactive session …

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The Briefing - Financial Perspective

The Briefing | Black Swans: House Fires, Pandemics, and Financial Crises

Black Swans – House Fires, Pandemics, and Financial Crises:   During this Briefing, Gene shared a story from his personal life involving a recent house fire and the parallels between it and other “Black Swan” events such as our current pandemic and past financial crises. For those who may not be familiar with the term, …

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The Briefing - Financial Perspective

The Briefing | Market Update

Financial Market Update:   Enjoy this month’s Briefing with Gene, Sharon, and Clayton as they discuss current market activity – where we have been, where are we now, and where we are headed. The team also shared insight about the Ant and China.     The Briefing is an opportunity for our friends and clients to …

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The Briefing - Financial Perspective

The Briefing | When Should I take Social Security?

When Should I take Social Security?   Gene McManus, CPA, CFP, and Sharon Head, CPA discuss What You Need To Know About Social Security Retirement Benefits. Taxes and other factors can affect claiming decisions, so please contact us to discuss your unique situation. In fact, The Lifetime Financial Solution™, can provide clarity to these questions. …

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The Briefing - Financial Perspective

The Briefing | Don’t Fight the Fed

Don’t Fight the Fed:   Last night, Gene McManus, CFP, CPA discussed the function of the Federal Reserve and how their actions are affecting the financial markets.   Our team is offering our friends and clients the opportunity to speak with us and hear our perspective on current market activity as well as ask any …

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The Briefing - Financial Perspective

The Briefing | Financial Planning & Investment Management

Financial Planning & Investment Management:   Last night, Clayton Quamme, CFP shared insights around financial planning and investment management in today’s market. “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep …

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10 Things to Consider When Planning to Transition into Retirement

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