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
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Watch on Demand |
| May 13 | ||
| ·       Federal Reserve’s Impact ·       Pension Plan Performanc ·       Roth Conversions |
Presentation Slides | Watch On Demand |
