Financial Planning Webinars

Access our informative financial planning webinar discussions. Our private client services team values client communication, and sharing topical expertise is a priority.

May 2022

Senior Care Decision-Making – Assisted Living and Nursing Home Care

Watch Video

May 2022

Senior Care Decision-Making: Aging-in-Place and Independent Living

Watch Video

August 2021

What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

Watch Video

March 2021

Equities and Bonds: Market Conditions and Opportunities

Watch Video

Private Client Services:
Review and Outlook

Don’t miss the latest edition of our Private Client Services monthly.

October 2022

“The biggest rate surprise last month came not from the US, but the UK. Prime Minister Liz Truss’s unexpectedly large, proposed tax cuts had the government engaged in stimulus while the Bank of England (BOE) was tightening…”

Learn More

September 2022

“While we were never convinced, the FOMC meeting at the end of July led to market speculation of a coming Fed “pivot” to a more accommodative policy. Markets flirted with the idea for much of August as well until Powell put to bed the idea of a “dovish Fed pivot” in his Jackson Hole testimony.”

Learn More

August 2022

“Most of the world defines recessions as at least two consecutive quarters of GDP contraction. The US relies instead on an assessment by the National Bureau of Economic Research, which has not yet ruled.”

Learn More

Financial Planning Briefs

These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.