Fiducient Advisors
Fiducient Advisors
  • Видео 158
  • Просмотров 17 686
Your 2025 Wealth Blueprint: Key Planning Considerations
Start the new year strong with a fresh perspective on your financial goals. Nick Breit, Partner and Director of Financial Planning and Mike Emerson, Partner provide a concise and insightful overview of our 2025 Financial Planning Guide, designed to help you navigate the year ahead with confidence. Key topics for discussion include:
· Tax & Charitable Planning
· Retirement Planning
· Estate Planning
· Insurance Planning
Просмотров: 45

Видео

2025 Essential Economic Update
Просмотров 15121 день назад
Sabrina Bailey, CEO and Brad Long, Chief Investment Officer provide our annual capital market forecast and 2025 outlook. This informative webcast covers: • Three themes shaping our 2025 positioning o Market fragility o Portfolio durability o The age of alpha • Updated capital market forecast including return expectations and risks • A brief update on Fiducient Advisors
Three Critical Estate Planning Documents
Просмотров 27Месяц назад
Dee Northern, Wealth Planner, provides an overview of three critical estate planning documents that we believe should be included as part of your overall financial plan. Learn more about the importance of wills, trusts and power of attorney in this informative video.
Empower Your Employees: Wellness by FIducient in Action
Просмотров 39Месяц назад
Andrew Lendnal, Scott Boulton and Chad Tischer discuss how a holistic financial wellness program can help transform your workplace. This session addresses: • Personalized strategies to engage employees at all levels, from entry-level to executives • Leveraging AI, digital tools and coaching to drive sustained participation and outcomes • Utilizing data-driven insights and reporting to help you ...
Engaging the Next Generation in Family Finances
Просмотров 392 месяца назад
Christine Jordan, Senior Consultant in The Wealth Office®, discusses why involving the next generation in family finances is crucial for their future financial literacy and success.
2024 Investor Conference Power Hour: Hits and Dips with Collin McGee and Brad Long
Просмотров 122 месяца назад
During the Fiducient Advisors 2024 Investor Conference, Brad Long, Managing Partner, Chief Investment Officer and Collin McGee, Senior Research Analyst provided a musical look back at the markets through the years, along with popular songs of the time.
2024 Investor Conference Power Hour: Lifestyle Inflation with Christine Jordan
Просмотров 132 месяца назад
During the Fiducient Advisors 2024 Investor Conference, Christine Jordan, Senior Consultant for The Wealth Office discussed the concept of lifestyle inflation and the impact of social media on today's families.
2024 Investor Conference Power Hour - Economics of Women's Sports with Jackie Rondini
Просмотров 52 месяца назад
During the Fiducient Advisors 2024 Investor Conference, Jackie Rondini, Principal and Senior Consultant, discussed her love of sports and ways investors can support the teams they follow.
Understanding Investment Policy Statements
Просмотров 422 месяца назад
Carol McShera, Senior Consultant, discusses the purpose of an Investment Policy Statement, as well as key aspects that should be addressed within an IPS.
Webcast: From Worry to Wellness -Why Financial Wellness in the Workplace Matters
Просмотров 582 месяца назад
Andrew Lendnal and Scott Boulton discuss how your employee's financial wellness can help boost your bottom line. Discussion topics will include: • The impact of employee financial stress and its toll on workplace productivity • The top five reasons every employer should consider offering financial wellness benefits in 2025 • What to consider when choosing the right employee financial wellness p...
The Need for Fidelity Bond or Fiduciary Liability Insurance
Просмотров 542 месяца назад
Dan Duffy, Senior Consulting Analyst, discusses why Plan Sponsors may need fidelity bond or fiduciary liability insurance or, in some cases, both.
Settlor vs Fiduciary Functions
Просмотров 623 месяца назад
Zhee Sarabia, Consultant, provides an important overview of the differences between settlor and fiduciary functions.
Advanced Insights into Pooled Employer Plans
Просмотров 703 месяца назад
Ascensus’ Kate Whitmore and Fiducient Advisors' Tyler Polk provide a timely update on Pooled Employer Plans. Discussion topics include: • Regulatory history of PEPs • Plan Sponsor, fiduciary and employee benefits of entering into a PEP arrangement • Details about the Fiducient Advisors' PEP • A case study discussion of PEPs vs single plan structures
Webcast: Third Quarter Capital Markets Update
Просмотров 1563 месяца назад
And we're off! The Fed kicked off the easing cycle with a double dose and markets are feeling the love. Brad Long, CFA and Michael Sustarsic, CRA dive into key Q3 trends and what they mean for the rest of the year. • Historical context and key elements of an easing cycle • Portfolio positioning insights and outlook • The upcoming election, key economic policy debates and how to cut through the ...
Episode 77 - Quarterly Quick Take: Federal Reserve Updates and Q4 Expectations With Brad Long
Просмотров 513 месяца назад
As markets face increased volatility, the Federal Reserve's recent decisions are pivotal for investors navigating the changing environment. This week, Bob DiMeo and Devon Francis are joined by Brad Long, Chief Investment Officer at Fiducient Advisors, to discuss the latest market dynamics and investment implications. You'll gain insights into stock and bond markets, understand the impact of rec...
Webcast: Seven Medicare Mistakes to Avoid
Просмотров 1214 месяца назад
Webcast: Seven Medicare Mistakes to Avoid
Episode 76 - Real Estate Investing Trends with Rich Hill
Просмотров 624 месяца назад
Episode 76 - Real Estate Investing Trends with Rich Hill
Public Plan Governance & Committee Best Practices
Просмотров 385 месяцев назад
Public Plan Governance & Committee Best Practices
Cash Balance Plan Termination Considerations
Просмотров 575 месяцев назад
Cash Balance Plan Termination Considerations
Episode 75 - Navigating Communication in a Noisy World With Dean Brenner
Просмотров 125 месяцев назад
Episode 75 - Navigating Communication in a Noisy World With Dean Brenner
How a Pension's Lifecycle Affects the Investment Strategy
Просмотров 445 месяцев назад
How a Pension's Lifecycle Affects the Investment Strategy
Accounting vs Funding Liabilities
Просмотров 376 месяцев назад
Accounting vs Funding Liabilities
The Impact of SECURE 2.0 on Defined Benefit Plans
Просмотров 636 месяцев назад
The Impact of SECURE 2.0 on Defined Benefit Plans
Current Trends in ERISA Litigation Affecting Retirement Plans
Просмотров 1046 месяцев назад
Current Trends in ERISA Litigation Affecting Retirement Plans
Wellness by Fiducient - Personal Finance Just Got Personal
Просмотров 2546 месяцев назад
Wellness by Fiducient - Personal Finance Just Got Personal
Webcast: Mid-Year Capital Markets Update
Просмотров 2196 месяцев назад
Webcast: Mid-Year Capital Markets Update
Episode 74 - Quarterly Quick Take: How Presidential Elections Impact Your Portfolio - With Brad Long
Просмотров 726 месяцев назад
Episode 74 - Quarterly Quick Take: How Presidential Elections Impact Your Portfolio - With Brad Long
Understanding Severance Packages
Просмотров 526 месяцев назад
Understanding Severance Packages
Fiducient Speaker Series: Spotlight on Japan
Просмотров 1157 месяцев назад
Fiducient Speaker Series: Spotlight on Japan
Episode 73 - AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase
Просмотров 278 месяцев назад
Episode 73 - AI in Action: Transforming Nonprofit Efficiency and Impact with Benjamin Aase