In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.

We sat down with former NFL champion Rob Ninkovich, sports psychologist Dr. Mark Stonkus, and professional hockey player Jillian Dempsey as they discuss how they’ve maintained a champion’s mindset during a pandemic. Listen now.

What could an infrastructure package look like following the upcoming U.S. elections? Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis on how such a package might be structured, and how the priorities differ between the Democrats and the Republicans.

With President Trump’s positive COVID-19 test, what has happened thus far in the market, what could we see happen next, and what are the long-term implications? Listen now as Shannon Saccocia, Chief Investment Officer, discusses the impact on investing and the economy after Trump’s diagnosis.

How do we position our portfolios to balance the opportunity presented by the economic stimulus and the short-term volatility resulted from Covid-19? Listen now as Shannon Saccocia, Chief Investment Officer, discusses her reasons behind why bonds are still worth a look in your portfolio.

Do I need life insurance? How much coverage do I need? How do I get it? Listen now as Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, as they tackle these frequently asked questions.

As this summer boasted strong index returns on major gains in the tech sector, we’re now facing the potential for stagnating economic growth ahead of the election season, with uncertainties related to Covid-19 still on the horizon. Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis.

With the Fed taking a new approach to inflation, investors are now taking a wait-and-see approach to how that could affect their investments going forward. This week’s CIO Update features a conversation between Shannon Saccocia and Ryan McQuilkin, Head of Fixed Income, as they discuss this important policy change. Listen Now.

The disconnect between Main Street and Wall Street continues with a sharp rebound of stocks even as unemployment hovers over 10%. In this week’s CIO Update, Shannon provides her analysis on earnings growth recovery and subsequent events following the Fed’s actions to support the market.

If you are weighing your education funding options, we have you covered. Kathleen Kenealy, Director of Financial Planning, provides insight on when, how and the appropriate investment considerations when saving for college costs. Listen now to her discussion with Jason Cain, Head of the Center for Wealth Planning Excellence.