Welcome to our Fireside Chat Series where we will be sharing short videos of our leadership team, wealth advisors and associates offering their insight across various topics in the wealth management space. Whether the focus will be on new investment strategy trends, items to keep in mind when preparing your financial future or topics worth paying attention, we hope you find these videos engaging and helpful. These topics are intended to be both informative and informal by design. So, pull up a chair, get comfortable and let’s have a chat!
In this month’s video, we feature our Chief Executive Officer, David Sternberg and his son, Andrew Sternberg, Wealth Advisor, who will talk about generational differences in investment strategy and whether the Covid-19 pandemic has forced people to rethink about planning for their family’s financial security..