Lingering Regional Bank Stress and Recession Outlook 00:09:48 Jason Jackman, CFA, CEO Johnson Investment Counsel discusses Q1 earnings, stress within regional banks, the likelihood of a recession, and where he’s investing client funds right now. Create new playlist Create new playlist Why 529 Plans? 00:06:41 529 Savings Plans are one of the most popular ways to save for higher education and they recently got an update that makes them even more enticing to those looking to save for school. Kevin O’Leary, CFA, CFP®, one of the Senior Partners with Value Added Partners discusses the advantages of and updates to 529 Plans. Create new playlist Create new playlist Regulation Changes To Inherited IRAs 00:17:06 Erika Safran, CFP ® Principal at Safran Wealth Advisors, discusses the changes to inherited IRA accounts that came with the passing of the Secure and Secure 2.0 Acts and what they mean for account beneficiaries. Create new playlist Create new playlist Engaging and Empowering Women Through Financial Planning 00:13:59 Carey Shuffman, Executive Director and Head of The Women's Segment at UBS, discusses the research done by UBS over several years, looking at how involved women are in their financial planning, the importance of involvement, how women can take greater control of their financial planning, and ways Advisors can help. Create new playlist Create new playlist UBS Value Added Partners Differentiated Wealth Management 00:12:32 Harold Elish, CFP®, CPWA® and Kevin M. O'Leary, CFA, CFP®, two of the senior partners at Value Added Partners, discuss what they are hearing from their clients and how they are approaching the management of their practice. Create new playlist Create new playlist Long-Term Planning To Manage Short-Term Volatility 00:09:57 Allan Pelkonen, CFP, ChFC, President and CEO of Pelkonen and Associates LLC Wealth Management Solutions, shares what’s in his latest client annual review deck, how he helps clients process the volatile investment climate, and how to strategically invest without making predictions. Create new playlist Create new playlist Load More