Insights
PLANNING FOR YOUR WORK-OPTIONAL LIFESTYLE
MID-YEAR MARKET UPDATE Recording Available Now
LOOKING FOR ANSWERS?
How high will the Fed raise interest rates this year?
Are we in a recession?
If we are in a recession or heading toward one, will it be mild or severe?
Has the market bottomed, and if not, when will it?
When will inflation get back under 3%?
After more than 13 years of being called a “Perma-Bill” (always optimistic about stock market increases), Brian Wesbury indicated two weeks ago that he now considers the stock market fairly valued.
Two-Factor Authentication (2FA), also known as Multi-Factor Authentication (MFA), is
mandatory when logging into Orion and is required for all levels of logins, whether
you're an Admin, Advisor, Broker-Dealer, Client, Representative, etc
eMoney Explore Mode Erin Long, CFP® Wealth Advisor
We will begin uploading all tax checklists to your eMoney vault today.
Client Services Update: Tax Prep Packets
Tax season is upon us! Please take a glance at our helpful updates below.
What is Financial Planning?
Simply put, financial planners look at where you are now and where you want to be at some point in the future. The job of the planner is to determine how to get there.
Join US for our first event in our 2021 AOG Wealth Management Client Education Webinar Series with Bain Capital. Bain Capital is one of the world’s leading private multi-asset alternative investment firms with approximately $105 billion in assets under management. Founded in 1984 and with 21 offices worldwide, Bain Capital pioneered a consulting-based approach to investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. If you have a guest who you think may be interested in attending this event, we encourage you to invite them!