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Archive: 2021 ()

065: Top Issues Affecting America’s Economic Recovery

Patti and her Chief Investment Officer, Brad Everett, focus on three specific areas that will be instrumental in determining our nation’s economic recovery.

Posted 02/26/2021 06:00 AM

064: Liz Young from BNY Mellon joins Patti. 2021-The Next 900 Days

In part two of a two-part series with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management, Patti questions what the next 900 days look like for the markets – both nationally and globally.

Posted 02/12/2021 06:00 AM

063: Liz Young from BNY Mellon joins Patti - The First 90 Days of 2021

Patti recently had the pleasure of sitting with Liz Young, CFA and Director of Market Strategy at BNY Mellon Investment Management.

Posted 01/29/2021 06:00 AM

062: Why You Shouldn't Budget!

Patti and her Chief Planning Officer, Eric Fuhrman, discuss some easy, less constrictive ways to save money and allocate it in a way that might help the listener reach their goals faster than ever imagined.

Posted 01/15/2021 06:00 AM

061: Hot Housing Market Tips & Trends

Patti sits down with the Main Line’s top realtor, Lone Spillard, of Compass Realty

Posted 01/01/2021 06:00 AM