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ChartTalk: How did 60/40 do in 2022? Well, it wasn’t the worst year…
ChartTalk: A recent Gallup poll shows which professionals people trust the most—and which are deemed the least trustworthy. Can you guess which profession tops the list?
ChartTalk: A look at how stocks and bonds fared in December. Plus a review of how December performs as a month historically.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025