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Educational Webinars

with Anthony Valeri

Webinars featuring commentary and economic data with our financial advisors from recordings of our periodic webinars. We’ll help you navigate the business landscape with thought-provoking sessions filled with valuable observations and vision.

February 2023

Market Moment

Investment Management Director of Wealth and Fiduciary Services Anthony Valeri takes a close look at what the debt limit negotiation means and how to interpret it as an investor. 

Watch Online
January 2023

Economic and Financial Market Outlook

Don’t miss the replay of this timely perspective on economic performance, presented by Anthony Valeri, Investment Management Director for Wealth & Fiduciary Services. 

During the Market Update webinar, Anthony discusses:

  • A review of 2022
  • The outlook for stock and bond markets in 2023
  • The path of the economy and recession risks in 2023
  • Inflation and key themes for investors
Watch Online
July 2022

Mid-Year Outlook

Watch as Anthony Valeri and Robert Spendlove assess the economy and financial markets at the midpoint of 2022.

Discussion topics include:

  • Economic slowdown or recession
  • The outlook for stock and bond markets
  • The path of inflation
Watch Online
October 2022

Market Update

Watch as Director of Wealth and Fiduciary Services, Anthony Valeri, discusses:

  • A review and outlook of the economy and financial markets
  • Key investment themes for the remainder of the year
  • Stocks and the midterm elections
Watch Online
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