Consider This Program with Joe Clark, CFP and guest Adam Harter, CFA. In this segment we will cover: Drawdown refers to the decline in value from a prior high. Headlines are everywhere (and in many cases should be) with so many different investment classes seemingly...
Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®. In this segment, we will cover: Staying connected with your family in person and on paper. You have come along way to develop relationships with friends and family. The Covid crisis has been...
Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®. In this segment, we will cover: How To Maximize Giving During A Pandemic - You may find yourself in unchartered waters or others in a similar situation. It could be your church, favorite...