Broker Check

Hot Coffee Hot Topics

In addition to regularly scheduled financial physicals and educational seminars throughout the year,

Hot Coffee Hot Topics broadcasts deliver important firm updates and information on current events

and hot topics as they apply to our clients' wealth management.

Episode 6

Episode 6

Hear from local mortgage specialist, Jason McCoy of Westmoreland Home Mortgage, LLC about interest rates in the real estate market. 

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Episode 5

Episode 5

Hear from our Strategic Partner, Jessica Rafferty regarding the importance of a Will Review every couple years and Estate Planning. 

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Episode 4

Episode 4

Hear from Strategic Partner, Allison Clayton on helpful tips regarding Medicare. 

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Episode 3

Episode 3

Hear from partner, William Urbanik on investing in politically charged times. 

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Episode 2

Episode 2

Hear from partner, Jessica Geary about interest rate increases, unemployment and inflation, quantitative tightening and stagflation.

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Episode 1

Episode 1


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