Office Hours
Debt Ceiling Update
In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors’ most frequently asked questions. In this episode of Office Hours, Glenn shares an update on the debt ceiling.
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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.
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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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