Join Connor O’Brien and PJ Schaefer as they provide a detailed recap of the economic and market performance over the past year, offering insights into key drivers and significant trends that shaped 2024. Our team discuss major milestones in global and domestic markets, including shifts in interest rates, inflation trends, and sector-specific movements. You’ll also hear about potential opportunities and challenges on the horizon as we transition into 2025.
Your Family Needs to Know How to Access Your Estate Planning Documents
Making sure your family will be able to locate your estate planning documents when needed is one of the most important parts of the estate planning process. Your carefully prepared will, trust or power of attorney will be useless if no one knows where to find it.
December 9, 2025
