PVWM Library

PVWM Library

Newsletter Bookshelf:


 


 

2018 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov  
2017 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Presentations and Materials:

October 18, 2018 "Who Is FRED? Free Web‐based Resources of Economic and Market Data" presentation to Lyons Township Adult & Community Education

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

Explanation of Social Security Inflation Adjustment

2008 Credit Crisis Explained

Videos:

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