May 27, 2025
Reassuring Clients About Social Security – with Marcia Mantell
On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Security has changed over the last few months. Marcia reassures us that she is not worried about...
May 20, 2025
If you’ve seen the news this year, you know why we wanted to talk about this topic. Whether DOGE layoffs or early retirements or concerns about future job security, Federal employees may be looking to financial advisors for counsel. To help you be better prepared we wanted to talk with a specialist. In this...
May 13, 2025
Jordan Jackson, J.P. Morgan Global Market Strategist: Tariffs, Trade and Taxes… Oh My!
Hosts Kathleen Kenealy and Kevin Williams are joined by JP Morgan Global Market Strategist, Jordan Jackson.
Jordan is an Executive Director and a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights...