Although the winter in Maryland has been relatively mild (so far), our thoughts still turn to travel on those chilly winter nights as we stoke the fire (literally or figuratively…). Our February Town Hall features Eric Hrubant, founder of CIRE Travel and he will stoke our travel dreams. Eric will debunk travel myths, provide some travel tips, and share stories of past and future travel.
Curt Gross, Chief Investment Officer, hosted our Town Hall: 2022 Q4 Quarter Market Summary & Portfolio Review on January 19, 2023. Curt gave an update on the markets, economy, FAI portfolios, and answered questions during the Q&A. Mark Stinson highlighted the new tax law SECURE 2.0 Act of 2022.
On January 19, 2023, Curt Gross, CFA presented 2022 Q4 Quarter Market Summary & Portfolio Review. Here is an excerpt from his webinar: Inflation Forecast, Consumer Confidence, Economy VS Stock Market, and Yield Curve. Video Highlight Run Time: Approximately 10 minutes
If you or an elderly parent are planning to move or downsize, you do not want to miss the Downsizing seminar. When downsizing and moving we all struggle with what to keep, what to donate, how to donate, what to throwaway, and how to organize the new home. Charna Kinneberg of Senior Transitions, Katherine Picott of Tidy Milso, and Heather Murphy of Abilities Network join Mark Stinson and gave us tips on how to declutter, dispose, and organize.
Curt Gross, Chief Investment Officer, hosted our Town Hall: 2022 Q3 Quarter Market Summary & Portfolio Review on October 18, 2022. Curt gave an update on the markets, economy, FAI portfolios, and answered questions during the Q&A.
We’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.
