The Telemus Roundtable

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Markets and the economic landscape are constantly evolving, and it can be difficult to stay focused on the big picture. The Telemus Roundtable is your resource for staying informed about the latest financial developments and understanding what they mean for your wealth management strategy.

Episodes

  1. UNDERSTANDING EMPLOYER BENEFITS WITH KYLE DEAL

    12/22/2020

    UNDERSTANDING EMPLOYER BENEFITS WITH KYLE DEAL

    Kyle discusses the more basic employer benefits and how you can get the most out of them. To view important disclosures please visit https://telemus.com/disclosures

    4 min
  2. BUDGETING FOR A NEW HOME WITH ADAM PAWLOSKI

    10/12/2020

    BUDGETING FOR A NEW HOME WITH ADAM PAWLOSKI

    Adam Pawloski discusses simple guidelines to determine what you can afford and how to take advantage of low interest rates. To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    4 min
  3. 2020 RMD OPTIONS AND OPPORTUNITIES WITH KYLE DEAL

    10/12/2020

    2020 RMD OPTIONS AND OPPORTUNITIES WITH KYLE DEAL

    Today, Kyle discusses the ability to forego your 2020 RMD as well as rollover a distribution already taken back into your retirement account. To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    3 min
  4. THE IMPORTANCE OF INSURANCE IN THE FINANCIAL PLANNING PROCESS WITH LAUREN GENUARDI

    10/12/2020

    THE IMPORTANCE OF INSURANCE IN THE FINANCIAL PLANNING PROCESS WITH LAUREN GENUARDI

    When going through the financial planning process it is important to review your insurance policies. Today Lauren shares her personal experience and the benefits of completing an insurance audit. To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    4 min
  5. FUNDAMENTAL VS. TECHNICAL ANALYSIS WITH MIKE RAN

    10/12/2020

    FUNDAMENTAL VS. TECHNICAL ANALYSIS WITH MIKE RAN

    Within the financial markets, there are two major divisions of thought when buying a stock: Fundamental and Technical Analysis. Today I will be discussing the difference between the two and how they are used when analyzing stock purchases.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    4 min
  6. FED UPDATE WITH TREVER HELMSTEAD, CFA

    10/08/2020

    FED UPDATE WITH TREVER HELMSTEAD, CFA

    This is Trever Helmstead here to provide a quick update regarding this week's important Federal Reserve decision. We'll look at the key takeaways from the meeting and I hope to provide a context for the current round of Fed accommodation.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    4 min
  7. SIMPLE WAYS TO PROTECT YOUR BENEFICIARY TODAY WITH CHARLENE REARDON

    10/08/2020

    SIMPLE WAYS TO PROTECT YOUR BENEFICIARY TODAY WITH CHARLENE REARDON

    Today Charlene will discuss a few simple ways to protect your beneficiaries today, for a simplified tomorrow. These include reviewing your IRA beneficiaries and thinking through your account titling options and potentially adding a TOD designation to your accounts.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    4 min
  8. INVESTING IN EQUITIES WITH ANDREW HAMBLETON

    10/08/2020

    INVESTING IN EQUITIES WITH ANDREW HAMBLETON

    Recently Andrew has received several questions regarding investing further into the equity markets.  Today he discusses his thoughts surrounding the equity markets and suitability. To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    5 min
  9. CHANGES TO IRA DISTRIBUTIONS WITH ADAM PAWLOSKI, CFP®

    10/02/2020

    CHANGES TO IRA DISTRIBUTIONS WITH ADAM PAWLOSKI, CFP®

    This vlog discusses 2 key changes to IRA distributions for 2020 as a result of the CARES act. If you are currently taking required minimum distributions or if you need to take an early withdrawal from your IRA you will want to hear about these changes.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    3 min
  10. ECONOMIC RECOVERY AND STOCK MARKET PATTERNS WITH TREVER HELMSTEAD, CFA

    10/02/2020

    ECONOMIC RECOVERY AND STOCK MARKET PATTERNS WITH TREVER HELMSTEAD, CFA

    There has been a great deal of recovery talk and what the stock market is expecting. Today we will take a quick look at some likely recovery scenarios and the hurdles that remain for re-opening the economy. To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    3 min
  11. PPP Loan Forgiveness With Chris Mackenzie, JD

    10/02/2020

    PPP Loan Forgiveness With Chris Mackenzie, JD

    On May 15th, the SBA released the PPP loan forgiveness application. While these instructions have proven to be confusing with lack of clear guidance, there are certain steps you should definitely follow to ensure your loan is completely forgiven.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

    2 min
  • 11 Episodes

About

Markets and the economic landscape are constantly evolving, and it can be difficult to stay focused on the big picture. The Telemus Roundtable is your resource for staying informed about the latest financial developments and understanding what they mean for your wealth management strategy.

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