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Archive: 2019 ()

023: Inverted Yield Curve… Are we headed for a recession?

In this very timely episode, Patti and Michael Brennan break down this hot topic of inverted yield curves into simple, understandable terms.

Posted 08/30/2019 06:00 AM

022: Risky Behavior

Patti Brennan and her Chief Investment Officer, Brad Everett, reveal three specific examples of what they look for in choosing investments for their clients’ portfolios.

Posted 08/16/2019 06:00 AM

021: Estate Planning Mistakes

In this episode, Patti sits with Stacey Willits McConnell, Chair of the Estate Planning Department at Lamb, McErlane in West Chester.

Posted 08/02/2019 06:00 AM