Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 19th, 2025
TIME
11:00 am EST
TOPIC
This session aims to equip financial advisors with the behavioral tools to help their clients make better decisions at the most critical times. Pending approval for one hour of CFP® CE.
Featured
https://ccmg.com/business-owners-campaign/
Downloadable Resources
The Playbook for Winning Business Owners
September 26, 2024
Access our complete playbook to learn how to take advantage of the $10T potential business owner market and receive prospecting ideas, business sales techniques, and more.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, December 2024
January 6, 2025
The “Santa Claus” rally failed to materialize this year, and stocks slumped to close out 2024. Large-cap growth was a bright spot with modest gains for the month, and they showed clear leadership (once again) for the entire year.
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Office Hours
Preparing for the Estate and Gift Tax Exemption Sunset
October 24, 2024
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how advisors can effectively prepare their high net worth clients for the impending sunset of the estate and gift tax exemption.
Learn More
Office Hours
What Your Clients Need to Know About the Upcoming Election
October 24, 2024
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how presidential elections impact the markets.
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Office Hours
Decoding Recent Market Volatility
August 6, 2024
In this episode of Office Hours, Glenn discusses recent stock market volatility and how the upcoming election, inflation, and Fed policy may impact the markets in the coming months.
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Office Hours
The Bond Blueprint
July 12, 2024
In this episode of Office Hours, Glenn shares how bonds build value over time, even when prices go up or down.
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Office Hours
Election Impact on Markets
March 6, 2024
In this episode of Office Hours, Glenn Dorsey shares a historical perspective on the limited impact elections and politics have on the stock market.
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Office Hours
Government Debt
January 29, 2024
In this episode of Office Hours, Glenn discusses government debt and its potential impact on the markets.
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