Webinar from 12.11.2021: Market Update, "Tax-Loss Harvesting": What It Is and How it Can Help You, What We are Watching
Webinar from 11.20.2021: Market Update, The Importance of a Budget and How We Can Help Put One Together, What We are Watching
Webinar from 9.25.2021: Market Update, Possible Changes to Taxes, Tax Dome Client Portal
Webinar from 8.21.2021: The "Fed" and Your Investments, Market Update
Webinar from 7.19.2021: Check in with special guest, Chris Ballisteri; EA, DAK-Tax Manager
Webinar from 6.19.2021: Review of Website
Webinar from 5.22.2021: Assessing the Value in Your Home, Market Update & What We Are Watching
Webinar from 3.20.2021: Update on the American Rescue Plan and How to Read Your Statements
Webinar from 2.20.2021: Asset Allocation and the Commercial Real Estate Bubble
Webinar from 1.23.2021: Market Outlook and Tax Tips with Chris Balisteri
Webinar from 12.19.2020: Market Outlook in Light of Current Events and Welcome Christopher Balisteri, EA
Webinar from 11.21.2020: Q&A on November Election
Webinar from 11.07.2020: Support the K
Webinar from 10.24.2020: Review of Beneficiary Designation
Webinar from 10.10.2020: Market Update; Qualify/Non-Qualify, Do You Have a Boy or Girl?
Webinar from 09.19.2020: Financial Markets Update
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