WEBINAR RESOURCE CENTER

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Getting on Track for Retirement with 5 Small Changes

Webcast: Available on Demand
(Recorded on 03/22/21)

Big results don’t always require big action. In this webinar, we share 5 little things you can do that can have a BIG impact on your retirement success.

Is the 60/40 Portfolio Dead?

Webcast: Available on Demand
(Recorded on 02/25/21)

Portfolios with 60% stocks and 40% bonds have been a staple of investing for the last few decades, but many think these portfolios could face major challenges in the next several years. With interest rates near historic lows, successful bond investing could look much different in the future. Join Joe Allaria as he discusses what it will take to overcome these challenges (also featuring input from a PIMCO Investments bond specialist).

5 Financial Impacts of the Democrat Blue Wave

Webcast: Available on Demand
(Recorded 01/28/2021)

Democrats swept the 2020 elections, which means investors are evaluating how that could impact their portfolios, taxes, and overall economic recovery. Watch as Mark Allaria and Joe Allaria discuss a few key things to think about. (NOTE: This is a financial webinar, not a political webinar. No personal political opinions discussed)

2020 Market Review + What’s Next

Webcast: Available on Demand
(Recorded 12/17/2020)

The financial markets have seen a fair share of ups and downs in 2020, so we’ll take a look at how the year has finished up. Plus, we’ll share what’s being said about 2021 and we’ll tell you if you should be taking these predictions into consideration.

5 Tax-Savvy Moves for Your Brokerage Account

Webcast: Available on Demand
(Recorded 11/19/2020)

Brokerage accounts combine the growth potential of stocks and mutual funds with the liquidity of a savings account. While growth can be a good thing, it can also cause unintended tax consequences. If your brokerage account is of significant size, a brokerage account can become a metaphorical ticking tax time bomb.

Join this webinar to learn how to use your brokerage account most effectively!

9 Possible Slices of Your Investment Pie

Webcast: Available on Demand
(Recorded 10/29/2020)

There are many kinds of investments to choose from when building a portfolio. In fact, it can be overwhelming for some. So how do you choose the right combination for you? How much large cap should you have vs. small cap? What is the difference? How much of your portfolio should be in U.S. stocks vs. international stocks?

These are just a couple examples of what we’ll cover in this webinar. We hope you can join us!

How Will the 2020 Election Impact the Stock Market?

Webcast: Available on Demand
(Recorded 09/24/2020)

There is nothing quite like a global pandemic and presidential election happening in the same year, but 2020 pulled it off! In this webinar, we’re going to cover some considerations investors may want to make as we approach November, while also taking a look at how past elections have impacted the stock market.

Be sure to get informed so you can make prudent decisions as we head into the 2020 election.

3 Unique Ways to Maximize the Benefits of Tax Deferral

Webcast: Available on Demand
(Recorded 08/27/2020)

Tax deferral is a powerful tool of financial planning that can help your investments grow faster over time with the help of compound interest. But, how can you take advantage? Well, there are the traditional methods of contributing to your 401(k), Roth IRA, etc., but what if you’ve already maxed out those methods?

In this webinar, we cover how 3 ways to get creative in deferring taxes, hopefully helping you accumulate wealth more quickly!

How to Get Non-Employer Health Insurance Without Paying an Arm and a Leg

Webcast: Available on Demand
(Recorded 07/30/2020)

Getting health insurance can be quite expensive for those that retire prior to age 65, when Medicare kicks in. In this webinar, we’ll talk about how to use the tools and resources available to get the most coverage for the lowest price in those years leading to age 65, including:

– Coverage available through the Healthcare.gov exchange
– Insurance premium subsidies available through the Affordable Care Act
– Non-traditional health insurance coverage options
– COBRA

11 Financial Lessons from the COVID-19 Pandemic

Webcast: Available on Demand
(Recorded 07/02/2020)

We may not be completely “out of the woods” when it comes to the COVID-19 Pandemic, but the wild market and economic events of the first half of 2020 have revealed some important financial lessons that are worth thinking about. Join us to gain wisdom and perspective that can lead to better financial outcomes.

This webinar is part of a monthly series designed to equip investors to make better financial decisions, especially during the COVID-19 recovery. We will discuss tactical strategies and behavioral practices on how to do so.

How to Free Yourself from Financial Anxiety

Webcast: Available on Demand
(Recorded 05/28/2020)

Investing, retirement planning, and taxes can be confusing enough during normal times, let alone during a pandemic. In this webcast, we will share a few simple tactics to increase your confidence, increase the clarity you have on your financial situation, and reduce your financial anxiety.

This webinar is part of a 6-part series designed to equip investors to make better financial decisions during the COVID-19 Recovery. We will discuss tactical strategies and behavioral practices on how to do so.

What Should I Do With My 401(k)?

Webcast: Available on Demand
(Recorded 05/01/2020)

One of the most popular financial Google searches during this crisis is “what should I do with my 401(k)?” This could be due to investors being unsure about their investment philosophy or perhaps it is due to the massive amount of layoffs that have occurred. Either way, don’t rush into a decision on either front before understanding the following important items:

– What is your investment time horizon?
– What are your long-term retirement goals?
– If laid off, have you evaluated the pros and cons of a 401(k) vs. an IRA?
– If laid off, be aware of conducting a rollover in a volatile environment
– Much more as well…

What Investors Must Know About The CARES Act

Webcast: Available On Demand
(Recorded 04/24/2020)

The CARES Act (Coronavirus Aid, Relief and Economic Security Act) was passed as part of a historic stimulus package to help ease the burden of the Coronavirus pandemic. While a major part of the bill included payments to Americans, there are several other items that investors need to know about.

Opportunities in a Bear Market

Webcast: Available on Demand
(Recorded 04/09/2020)

Bear markets can be difficult to endure for investors, but they also present opportunities that can help minimize the negative impact, and even provide positive results long-term.

Market Update: 04/03/2020

Webcast: Available on Demand

This live webinar provides an updated outlook on Q2, the rest of 2020, and beyond. We’ll also discuss the CARES Act, how it impacts 401(k) participants and employers offering 401(k) plans, and strategies that individual investors can be taking advantage of right now.

Market Update: 03/27/2020

Webcast: Available on Demand

On this webinar, we discuss what initial market and economic projections look like and how investors can gain perspective during an especially volatile time. You’ll also hear information about Fed intervention and the historic $2 Trillion stimulus package.

Free Assessment

Are you on track for retirement? Can your tax bill be reduced? Investments improved? Our free Retirement Assessment answers these questions.

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