Webinars & Videos

Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.

Take a minute to learn the differences between a traditional 401(k) and a Roth 401(k).

Review the 2022 Q2 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.

This panel features experts in financial wellness in conversation with workplace wellbeing leaders, exploring barriers and fresh ideas for redefining financial wellness in our current…

Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through.

Review the 2022 Q1 stats from the Council of Insurance Agents & Brokers Property/Casualty Report.

You may have been hearing a lot about reference-based pricing (RBP) these days. So, what is it, exactly? RBP is a method of determining an…

Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and Portfolio Manager Stuart Robertson talk it through.

Members of our Wealth Management team discuss how the Russian invasion of Ukraine could affect global wealth management.

Portfolio manager Stuart Robertson shares the team’s thoughts in light of Q1 market activity.