Knowledge Center / Videos & Webinars

Your Money Your Goals The Markets

Click the following link for the Power Point that goes with this webinar.  DOWNLOAD HERE

Investment Committee Overview & 2019 Highlights

Marc Scudillo, Managing Director, and Steve Wang, Chief Investment Analyst, of EisnerAmper’s Wealth Management and Corporate Benefits discuss the Quarter 1 Investment Committee Meeting. This first segment is an overview of the committee’s function and composition for establishing and monitoring investment discipline within the planning process, including last year’s overall market highlights and committee insights.