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Archive: 2020 ()

036: Economic Forecast For 2020 and a Look Back at 2019

Are other global economies leading indicators in what can happen here in the US? Patti and Brad break it all down in their forecast for the new decade!

Posted 01/31/2020 05:00 AM

035: Top Estate Planning Tips with Bob Cohen

Patti welcomes Estate Planning Attorney, Bob Cohen, a partner with Riley Riper Hollin & Colagreco to discuss his best recommendations for clients looking for estate planning assistance.

Posted 01/17/2020 05:00 AM

034: Industry Trends with Sterling Shea – Global Head of Wealth Management for Barron’s

Sterling Shea, Global Head of Wealth Management for Barron’s, sits down with Patti to discuss the industry trends he is seeing at Barron’s and Dow Jones.

Posted 01/03/2020 05:00 AM