This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?
Continue readingMarket Outlook Webinar | CWT & BlackRock
ESG Investing | The Sustainability Opportunity
Learn more about today’s hottest trend in socially responsible investing in our latest webinar: ESG Investing | The Sustainability Opportunity, with Krista Murray, Senior Vice President of CWT, and Isabelle Williams, Investment Strategist at Dimensional Fund Advisors.
Continue readingUS Election and Economic Update
The stock market during an election year (especially this year!) can be volatile, but you can be prepared. On Thursday, October 15th, CWT hosted a webinar with John Leonard, CIMA, an Executive Director with JP Morgan. Get all the details on proposed policies of both Trump and Biden administrations and how the stock market might react.
Check out the replay below!
To get invitations for future webinars like this, contact us today.
How Do Presidential Elections Affect Stock Market Returns?
On Thursday, September 17th, California Wealth Transitions hosted a joint Zoom Webinar with Tim Miller, CFP®, CIMA®, who is a Market Leader with BlackRock.
Too often, investors make emotional decisions with their money, especially in election years. We’re going to be diving deep into historical stock market returns under various leadership and political parties throughout the history of the U.S. We’ll take a look at facts and data to help you make the best decisions with your money this year.
Check out the replay below!
To get invitations for future webinars like this, contact us today.
Beyond Buffett: How Institutional Investors Build Portfolios Webinar Replay
On Tuesday, August 4th, we talked with Apollo Lupescu, Vice President with Dimensional Fund Advisors about why Buffett recommends retail investors like us to own ETFs and how we can build off that to manage an investment portfolio like institutional investors. Apollo has a PhD in Economics and Finance, is a leading member of the DFA investment team, and is an expert on creating optimal investment portfolios.
Check out the replay below!
To get invitations for future webinars like this, contact us today!
All About Roth Webinar
On Tuesday, June 30th, Blake Murphy, Keith Brandt, and David Brandt from CWT shared techniques to minimize income and estate taxes when dealing with Roth retirement accounts. Why are Roth accounts so important in retirement and tax planning?
How do you contribute to a Roth IRA when you make too much money?How to execute a Mega Back Door Roth Strategy using your company’s 401(k) plan?
Check out the replay below!
To get invitations for future webinars like this, contact us today.
Weathering The Storm Webinar with Goldman Sachs
On Thursday, May 14th, we got to spend some time with Tucker Grace, Regional Director with Goldman Sachs who updated us on the latest economic and market data, their firm’s expectations for the short and long term, as well as the different scenarios that could play out in the future with COVID-19 and its impact on our economy. Check out the replay below!
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