Dec 19 2024 Market Update Video

In this week’s market update video, Chris VanHart talks about tech stocks, AI companies, and the “Thanksgiving Effect” on the market.

Unlocking complexities of succession planning

By Ed Gruveregruver@bridgetowermedia.com Business succession planning can be complicated. “If I were to look at it as a decision tree, the first decision is, ‘Am I selling it or am I transferring it to someone in my family? If I’m selling it, who do I want to sell it to? Are there people I know […]

A guide to giving: 5 ways to make charitable contributions go farther

By Jamie French It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to giving can strengthen your own financial security and allow you to make an even greater philanthropic impact.  To read […]

Nov 19 2024 Market Update Video

In this week’s market update video, Chris VanHart talks about tech stocks, AI companies, and the “Thanksgiving Effect” on the market.

Oct 29 2024 Market Update Video

In this week’s market update video, Chris VanHart talks about the historical impact of presidential elections to market volatility and what we are seeing so far in this election year.

Oct 07 2024 Market Update Video

In this week’s market update video, Chris VanHart talks about the historical impact of presidential elections to market volatility and what we are seeing so far in this election year.

Oct 01 2024 Market Update Video

In this week’s market update video, Jeremy Reed recaps September and discusses the PCE index, Chinese stimulus package, and the dock workers’s strike.
*Video was recorded on October 1, 2024.

Sept 25 2024 Market Update Video

In this week’s market update video, Jim Dunlop discusses last week’s interest rate drops, employment rates, and “soft landing” from new Fed announcements.

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