Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
Listen to John Woolley, Managing Director of Wealth Management and Chief Investment Officer, and Stuart Robertson, Portfolio Manager, discuss what happened with bonds in 2022.
Nicole Bryson, Retirement Account Manager and Education Specialist with TPG, talks about how the ups and downs of the market impact our retirement plan accounts.
Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.