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Office Hours
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.
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Office Hours
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
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
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
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
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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