by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
by Kristin Beane | Oct 18, 2024 | Consumer News, FPANE News, Home Page Features
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the...
by Kristin Beane | Sep 26, 2024 | Consumer News, FPANE News, Home Page Features
Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views,...
by Kristin Beane | Sep 25, 2024 | Consumer News, FPANE News, Home Page Features
On this episode of the Wicked Pissah Podcast Kathleen speaks with Todd Weaver, President of Strategies for College, to talk about the work Todd does helping students and their families navigate the important yet often confusing college selection process. Todd...
by Kristin Beane | Sep 7, 2024 | Consumer News, FPANE News, Home Page Features
Vanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard’s Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment,...
by Kristin Beane | Sep 6, 2024 | Consumer News, FPANE News, Home Page Features
This week we’re talking about Difficult Conversations. Whether telling clients they don’t have enough and need to get back to work, talking clients through market down turns, or speaking with clients at times of loss, some conversation are more challenging than...