Members of the REDW Wealth Investment Committee hosted bi-weekly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer questions in this series. Please find details and on demand links below:
When:Â Wednesdays at 11:30 am MT, May – November, 2020
What:Â Bi-Weekly Wealth Management Update and Q&A
Duration:Â 30 Minutes
Register:Â Click Here to register in advance for this series*
*If you registered for the prior weekly Market Update webinar series, you will need to re-register to watch this bi-weekly series on demand.
After registering, you will receive a confirmation email with additional webinar information. Session on demand links and a copy of the presentation slides are provided below:
October 28 | ||
·       NM International School Foundation ·       Market Gains ·       Cost of Liquidity | Presentation Slides | Watch on Demand |
October 14 | ||
·       Policy Not Politics ·       Federal Finances ·       Biden Tax Proposal | Presentation Slides | Watch on Demand |
September 30 | ||
·       Notah Begay III Foundation ·       Accredited Investor Definition Update ·       Trucks or Retirement? | Presentation Slides | Watch on Demand |
September 16 | ||
·       New Mexico Cancer Center Foundation ·       Stocks Contributing to Volatility ·       Financial Principles ·       US Elections | Presentation Slides | Watch on Demand |
September 2 | ||
·       A New Leaf ·       How Diversification Works ·       Why Diversification | Presentation Slides | Watch on Demand |
August 19 | ||
·       Strategy Target Updates ·       Factor Tilt Updates ·       US Equity Mix Updates | Presentation Slides | Watch on Demand |
August 5 | ||
·       Western Pension ·       Retirement Savings Checkpoints ·       GDP Report | Presentation Slides | Watch on Demand |
July 22 | ||
·       North Valley Symphony Orchestra ·       Fed Loan Program for Nonprofits ·       Mortgage Rates and Refinance Considerations | Presentation Slides | Watch on Demand |
July 8 | ||
·       School for Advanced Research (SAR) ·       Equity Markets & Earnings Expectations ·       Macro Economics ·       Asset Allocation | Presentation Slides | Watch on Demand |
June 24 | ||
·       Lensic Theater ·       Science Never Sleeps ·       The New Employment Environment | Presentation Slides | Watch on Demand |
June 10 | ||
·       Saranam ·       Qualified Charitable Distributions ·       May Jobs Report | Presentation Slides | Watch on Demand |
May 26 | ||
·       Animal Humane NM ·       COVID-19 Cases ·       Market Valuation | Presentation Slides
| Watch on Demand |
May 13 | ||
·       Federal Reserve’s Impact ·       Pension Plan Performanc ·       Roth Conversions | Presentation Slides | Watch On Demand |