Sign up to get updates from us
IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping track of your goals and...
IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping track of your goals and financial planning.
CIO Brian Regan, CFA®, joins to give commentary on Q1 market returns. Brian shares his disconcertment on fraudulent and misleading information. Jeff asks Brian about money supply, how it’s created, the implications of today’s money supply on growth, and the effect credit has on market conditions. Brian then educates us on what roll returns are, short term expectations of fed funds rate, and long-term investment sentiments.
