PVWM Videos
PVWM Podcast - The Financial Translator
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Presentation/In the News
November 1, 2023 "Market Update, Year-end Tax Planning" presentation to Hinsdale Community House - Investment & Finance Club
August 8th, 2023 "Market Update, Value of Income Stream" presentation to Thomas Ford Library - Investment Discussion Group
June 7, 2023 "Framework, Market Update, Three 70's" presentation to Hinsdale Community House - Investment & Finance Club
February 14, 2023 "Market Update, Secure Act 2.0, Risk Measures" presentation to Thomas Ford Library - Investment Discussion Group
June 14, 2022 "Fed Mandates, Inflation, Markets" presentation to Thomas Ford Library - Investment Discussion Group
January 18, 2022 "Market Update, Active Fed, New RMD Tables" presentation to Thomas Ford Library - Investment Discussion Group
July 13, 2021 "Market Update, Risk Measures, Tax Proposals" presentation to Thomas Ford Library - Investment Discussion Group
January 12, 2021 "Market Update, RMDs and Stimulus Checks" presentation to Thomas Ford Library - Investment Discussion Group
October 2, 2020 Part II - "College, Car, Condo/Home, Budgeting and Work Savings" presentation to Nazareth Life Skills Club
September 18, 2020 Part I - "Paychecks, Bank Accts, Credit Cards and the Power of Saving" presentation to Nazareth Life Skills Club
February 13, 2020 "Implementing the Investment and Tax Pieces of Your Financial Puzzle" presentation to Lyons Township Adult & Community Education
November 12, 2019 "Year-End Tax Planning and Risk Measures" presentation to Thomas Ford Library - Investment Discussion Group
October 31, 2019 "Implementing the Investment and Tax Pieces of Your Financial Puzzle" presentation to Lyons Township Adult & Community Education
October 10, 2019 "Fidelity's commission-free. What's next?" quoted in Financial Planning online article
October 3, 2019 "What is a Financial Plan? Putting Together the Pieces of Your Financial Puzzle" presentation to Lyons Township Adult & Community Education
July 9, 2019 "Market Update and Timely Topics" presentation to Thomas Ford Library - Investment Discussion Group
October 9, 2018 "Putting Together the Pieces of Your Financial Puzzle" presentation to Thomas Ford Library - Investment Discussion Group
September 27, 2018 "Putting Together the Pieces of Your Financial Puzzle" presentation to Lyons Township Adult & Community Education
July 10, 2018 "Market Update and Key Developments" presentation to Thomas Ford Library - Investment Discussion Group
March 13, 2018 "Implementing an Investment Strategy within a Financial Plan" presentation to Thomas Ford Library - Investment Discussion Group
November 2, 2017 "Who Is FRED? Free Web‐based Resources of Economic and Market Data" presentation to Lyons Township Adult & Community Education
October 5, 2017 "Putting Together the Pieces of Your Financial Puzzle" presentation to Lyons Township Adult & Community Education
September 12, 2017 "Portfolio Framework - Know Your Asset Allocation" presentation to Thomas Ford Library - Investment Discussion Group
March 14, 2017 "Current State of Markets: Trump, Fed and Taxes" presentation to Thomas Ford Library - Investment Discussion Group
October 11, 2016 "Variable Annuities? Let's Look at the Forest Before the Trees" presentation to Thomas Ford Library - Investment Discussion Group
April 13, 2016 Economic Update and Hunt for "Yield" presentation to Thomas Ford Library - Investment Discussion Group
March 23, 2016 Investment Markets and Insurer Stocks presentation at Chicago Actuarial Association Workshop
September 8, 2015 Markets, Inflation, The FED presentation to Thomas Ford Library - Investment Discussion Group
October 14, 2014 Closed-End Funds presentation to Thomas Ford Library - Investment Group Discussion
February 11, 2014 Public Sources of Data for Economics and Closed-End Funds presentation to Thomas Ford Library - Investment Group Discussion
April 12, 2013 Financial Planning Considerations presentation to SJC Mom's Club
March 20, 2013 Impact of Low Interest Rates presentation at Chicago Actuarial Association Workshop
March 13, 2012 Hazards to Your Retirement presentation at Chicago Actuarial Association Workshop
February 24, 2012 Financial Building Blocks presentation to SJC Mom's Club
March 23, 2011 Investing and Retiring in a Struggling Economy presentation at Chicago Actuarial Association Workshop
April 21, 2010 CBS MoneyWatch: 6 Things Retirement Calculators get Wrong
March 9, 2010 Investment Landscape presentation at Chicago Actuarial Association Workshop
January 5, 2010 US News & World Report: 6 Problems with Retirement Planning Software