Quarterly Updates

2022

Quarter in Review | Q1, 2022 And Thoughts on Q2, 2022

  1. Quarterly Performance Report (0:25 – 0:55)
  2. Firm Initiatives (0:55 -3:00)
  3. Recap of Quarter 1, 2022 (3:00 – 6:09)
  4. Key Thoughts Looking into Quarter 2  (6:09 – 8:30)
  5. EWA Portfolio (8:30 – 12:03)
  6. Financial Planning Topics:
    • Is the 4% safe withdrawal rate still safe? (12:03 – 14:54)
    • House retirement bill (14:54 – 16:23)

2021

Quarter in Review | Q4, 2021 And Thoughts on Q1, 2022

  1. Firm Initiatives with Grace Holt (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)

Quarter in Review | Q3, 2021

  1. EWA Updates with Grace Holt (1:06 – 5:07)
  2. Recap of Quarter 3, 2021 with Matt Blocki (5:12 – 7:04)
  3. Key Thoughts Looking into Quarter 4, 2021 with Matt Blocki (7:10 -13:05)
  4. EWA Portfolio: Tactical Changes with Nick Stonesifer (13:11 – 18:53)
  5. Financial Planning Topics
    • Donor Advised Funds (Double Tax Benefits) with Jamison Smith (19:02 – 20:21)
    • How Tax Code Could Affect You with Chris Pavcic (20:27 – 24:09)

Quarter in Review | Q2, 2021

  1. EWA Updates with Grace Holt (1:09 – 3:43)
  2. Recap of Quarter 2, 2021 with Matt Blocki (3:47 – 5:30)
  3. Key Thoughts Looking into Quarter 3, 2021 with Matt Blocki (5:35 – 10:12)
  4. EWA Portfolio: Tactical Changes with Nick Stonesifer (10:17 – 15:34)
  5. Financial Planning Topics
    • Investing in Uncertain Times with Matt Blocki (15:39 – 17:43)
    • White House Focus on Income Inequality with Matt Blocki (17:48 – 22:44)
    • Blockchain Technology with Jamison Smith (22:48 – 24:29)
    • Cybersecurity with Chris Pavcic (24:33 – 25:57)

Quarter in Review | Q1, 2021

  1. Quarterly Performance Report (QPR) (0:22 – 0:51)
  2. Recap of Quarter 1, 2021 (1:27 – 3.53)
  3. Key Thoughts Looking into Quarter 2, 2021 (3:54 – 5:19)
  4. EWA Portfolio: Tactical Changes (5:20 – 8:42)
  5. Financial Planning Topics
    • Tax Change Proposals (8:43 – 15:13)
    • Inflation ( 15:14 – 16:15)
    • Cryptocurrency (16:16 – 17:35)
    • Politics (17:36 – 19:30)