Show Category: Markets & Investments
State of the Real Estate Market
Laurie and guest Realtor Carrie Ward, CIPS, TRC, MRP, RENE, to discuss: The State of the Real Estate Market (and Tips).
2022 Half-Year Review
Laurie is joined by Valley National Financial Advisors’ Chief Investment Officer, Bill Henderson, to discuss: 2022 Half-Year Review and Investor Education.
Savings Bonds
Laurie discusses: Savings bonds – EE, HH and I bonds.
Q1 Market Update
Valley National Financial Advisors’ Chief Investment Officer, William Henderson, joins Laurie to discuss: A First Quarter Market Update
2021 Review. 2022 Outlook.
Laurie welcomes William Henderson, VP/Head of Investments at VNFA to discuss: 2021 Review & 2022 Outlook. RELATED: Quarterly Commentary – Q4 2021
Q3 Market Review
Laurie welcomes Jordi Visser, chief investment officer of the $4 billion Weiss Multi-Strategy Advisers and William Henderson, VP/Head of Investments for Valley National Financial Advisors to discuss: Third Quarter Market Review & Investment Terms.
Q2 Market Review
William Henderson Laurie and her guest, William Henderson, VP / Head of Investments at Valley National Financial Advisors (VNFA) discuss: Q2 Market Review. Read the written Q2 Commentary released from the VNFA Investment Department at valleynationalgroup.com/quarterly-commentary-q2-2021/
Responsible Investing & Q1 Insights
Laurie will welcome guest Bill Henderson, Head of Investments at Valley National Financial Advisors, to discuss responsible investing, ESG and first quarter insights.
2020 Market Recap & 2021 Expectations
Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at Valley National Financial Advisors discussed the 2020 Market recap and 2021 forecast. We learned during a black swan, or unusual event like a global pandemic, that Monetary and Fiscal policy can serve as a back up to the market response to the […]
Real Estate Investing
Laurie Siebert, CPA, CFP®, AEP® was joined on the phone by David Ellowitch, CFP® to discuss: “Considerations in Real Estate Investing.” Using real estate investing as an option for supplementary income, highlighting the benefits and cautions. When the market zigs, real estate usually zags but you need to understand the landscape before embarking.
