Broker Check

Client Communications

For What It's Worth

Every month, Jeff and Ben release a short market update video. We call these videos our For What It's Worth series, and each gives our clients a snapshot of the current market. There are also a few episodes dedicated to specific topics, like the Presidential Election video below. Have a topic idea or a question about the market? Let us know and we will do our best to address it in our next episode. 

Let's Talk About Elections

Check out our market update from April 2024, where Jeff and Ben discuss how the upcoming presidential election might impact the markets using historical data.  

While most of our videos can be enjoyed podcast audio-only style, this particular video involves slides. 


Health & Wealth

In this quick video, Jeff Hedley and Ben Hoeger discuss the intersection of Health + Wealth with Mike Antonelli, a Baird Market Strategist and "psychologist of the market" about the shift from goal-driven wealth management to purpose-driven wealth management - and what is driving the change.


Beyond The Numbers

Our monthly newsletter is where we share the latest team news, financial updates, new Life Planning material, and important upcoming events - basically, anything "Beyond the Numbers". Stay up to date with our team by signing up for our monthly newsletter using the button below.

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Our business is built on a foundation of thoughtful client relationships.

Client Events

Client Events

Our business is built on a foundation of thoughtful client relationships.