Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(~45 minutes)
Markets have had a strong run through Q2 — but what's really driving the gains, and how long can it last?
Join us for our Quarterly Economic & Financial Markets Update, where our team will break down what's moving markets right now and what it means for your financial future. This quarter, we'll cover:
What's fueling the rally — the continued surge in AI investment and stronger-than-expected corporate earnings have been the primary engines of market growth in 2026
A closer look under the hood — gains remain heavily concentrated in tech and AI-related sectors, raising questions about broader market sustainability
Risks on the horizon — from ongoing Middle East tensions and their impact on energy prices, to persistent inflationary pressures and a Fed still navigating its next move on interest rates
The household picture — rising credit card delinquencies and personal bankruptcies signal that not everyone is sharing in the market's gains, and what that could mean for consumer-driven growth
Whether you're trying to make sense of the headlines or wondering how all of this affects your investments, this session will give you the clarity and context you need.
Upcoming In-Person Classes
We offer educational classes on a variety of financial topics at local schools in Emerson, NJ; Ridgewood, NJ; and Arlington, NY.
Check back soon or subscribe to our email newsletter to receive updates on our Fall class schedule.
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.