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In-Person Strategic Networking Event October 26, 2023 | 5:30 pm to 8:00 pm PT | Venue: Mintz office
Market Outlook Webinar | CWT & BlackRock
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?
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.
US 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
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
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
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
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
CWT/BlackRock Market Update Conference Call
To keep our clients as informed as possible, we are offering an opportunity at 9:00 am PDT on Wednesday the 1st, to listen in on a 30 minute call with Keith Brandt, Blake Murphy, David Brandt, and Tim Miller, Director and Market Leader for BlackRock. We will discuss with CWT
Kestra Financial – Ascend 2020 Advisor Conference
The California Wealth Transitions team attended the 2020 Kestra Ascend Conference in Scottsdale, AZ from February 2nd-5th. With three days of presentations and breakout sessions, we were able to learn about best practices, the newest in financial technology, discuss regulatory updates, and listen to a multitude of motivational speakers including