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EWA Stock Market and Portfolio Commentary Q1 2022

  1. Firm Initiatives (0:58 – 4:48)
  2. Recap of Quarter 4, 2021 with Matt Blocki (4:56 -9:27)
  3. Key Thoughts Looking into Quarter 1, 2022 with Matt Blocki (9:33 – 15:48)
  4. EWA Portfolio with Nick Stonesifer  (15:55 – 20:24)
  5. Financial Planning Topics
    • Social Security and Medicare Updates with Chris Pavcic (20:31 – 22:56)
    • Retirement Plan Updates with Jamison Smith (23:03 – 25:06)
    • Estate and Gift Tax Updates with Ben Ruttenberg (25:12 – 27:18)