Quarterly Updates

2023

Quarter in Review | Q4, 2023 And Thoughts on Q1, 2024

1. EWA Firm Initiatives (00:39)

2. 2023 Q4 Recap (05:29)

3. Looking Ahead Into Q1 (11:30)

4. Portfolio Changes (21:00)

5. Financial Planning Tips (33:57)

Quarter in Review | Q3, 2023 And Thoughts on Q4, 2023

  1. EWA Firm  Initiatives  (00:45)
  2. Quarter 3 Recap  (09:52)
  3. Looking Ahead to Quarter 4 (14:24)
  4. Financial Planning (28:23)

Quarter in Review | Q2, 2023 And Thoughts on Q3, 2023

  1. Direct Indexing Q and A  (00:12)
  2. EWA Portfolio Updates (11:46)  
  3. EWA Firm  Initiatives (19:57)
  4. Quarter 2 Recap  (26:10)
  5. Looking Ahead to Quarter 3 (33:25)
  6. Interest Rates Q and A (42:51)

Quarter in Review | Q1, 2023 And Thoughts on Q2, 2023

  1. Firm Initiatives (.40)
  2. Recap of Quarter 1, 2023 (4.41)
  3. 2023, Quarter 2 Projections (10:02)
  4. FAQ’s From Clients (18:26)
  5. EWA Portfolio (24:50)
  6. Meet Jordan Fediaczko (32:19)

2022

Quarter in Review | Q4, 2022 And Thoughts on Q1, 2023

  1. Quarterly Performance Report (:15)
  2. Firm Initiatives (:47)
  3. Recap of Quarter 4 (2:16)
  4. Key Thoughts on Quarter 1 (6:58)
  5. EWA Portfolio (14:19)

Quarter in Review | Q3, 2022 And Thoughts on Q4, 2022

  1. Quarterly Performance Report (:15)
  2. Firm Initiatives (:46)
  3. Recap of Quarter 3 (3:07)
  4. Key Thoughts for Quarter 4 (6:22)
  5. EWA Portfolio (10:17)

Quarter in Review | Q2, 2022 And Thoughts on Q3, 2022

  1. Quarterly Performance Report (0:14-0:33)
  2. Firm initiatives (0:34-5:14)
  3. Recap of Quarter 2 (5:15-8:30)
  4. Key thoughts for Quarter 3 (8:31-10:40)
  5. EWA portfolio (10:41-12:34)
  6. Financial planning topics
    1. Tax loss harvesting (12:35-14:41)
    2. Why we invest in international funds (14:42-16:30)

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 (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 And Thoughts on Q4, 2021

  1. EWA Updates (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 And Thoughts on Q3, 2021

  1. EWA Updates (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 And Thoughts on Q2, 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)