Market Review | September 2021
Please join us as we discuss a variety of topics related to the economy, markets, and potential changes in taxes.
Market Review | June 2021
With the economy back on track, we consider the prospects of inflation, market valuation, and the potentially increasing taxes.
Market Review | March 2021
As the number of Coronavirus cases drops the economy is poised to grow. Meanwhile investors need to consider the threat of rising interest rates and a high market valuation. We discuss these topics and more in this webcast.
The Seven Pillars of The Aviance WealthPlan™
The Aviance WealthPlan™ consists of seven “pillars” or focus areas that every financial plan should consider. The relative importance of each pillar changes as an individual progresses through their financial journey: for example, someone with young children will likely prioritize Education Funding while a retiree is more likely to focus on Estate & Trust Planning. …
Endurance Sports & Financial Planning
It’s resolution season and social media timelines are flooded with articles about self-improvement, financial planning, and the value of goal setting for 2021. Financial Preparation is Like Running a Race One article that caught my eye today compared planning for retirement (a common resolution) with preparing for endurance races like marathons & triathlons (a personal …
2020 Commentary & Webcast Round-Up
Webcast 2020 Round-Up Market Review Commentary 2020 October 2020 Commentary (click here) July 2020 Commentary (click here) January 2020 Commentary (click here)
2019 Commentary & Webcasts Round-Up
2019 Financial Webinar Round-Up 2019 Financial Commentary Round-Up Read our newsletter: November 2019 Commentary Read our newsletter: July 2019 Commentary Read our newsletter: April 2019 Commentary Read our newsletter: January 2019 Commentary
2018 Commentary & Webcasts Round-Up
2018 Financial Webinar Round-up 2018 Financial Commentary Round-Up Read our newsletter: October 2018 Commentary Read our newsletter: July 2018 Commentary Read our newsletter: April 2018 Commentary Read our newsletter: January 2018 Commentary
2017 Commentary & Webcasts Round-Up
2017 Financial Webinar Round-Up 2017 Financial Commentary Round-Up Read our newsletter: October 2017 Newsletter Read our newsletter: July 2017 Newsletter Read our newsletter: April 2017 Newsletter
2016 Commentary & Webcasts Round-Up
2016 Financial Webinar Round-Up 2016 Financial Commentary Round-Up Read our newsletter: January 2017 Newsletter Read our newsletter: October 2016 Newsletter Read our newsletter: July 2016 Newsletter Read our newsletter: April 2016 Newsletter
