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 | Market Update + Q&A

Market Update and Q&A:   This week, our advisors discussed the financial markets in the long term, and why they look murky in the short term.       The Briefing is an opportunity for our friends and clients 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 | Investment Policy Committee Meeting Discussion

Investment Policy Committee Meeting Discussion:   This week, our trusted team of advisors shared what we discussed at our Investment Policy Committee Meeting. We looked at our investment profile #3 (50-70% Equity Exposure). We also discussed international exposure – specifically, decreasing our exposure in Asia (China). We also discussed other topics such as REIT’s, Energy, …

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The Briefing - Financial Perspective

The Briefing | The SECURE Act

The Secure Act:   Gene McManus discussed The SECURE Act.  The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law at the end of 2019 as part of an end-of-year appropriations act and accompanying tax measure. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged …

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10 Things to Consider When Planning to Transition into Retirement

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