Heart of a Teacher

Monthly webinar discussing the economy, investment strategies, the markets, and what The Price Group investment management council is considering. These webinars typically last 15 minutes and are meant to spark the need for a conversation from a client if they desire a more in-depth discussion.

We partner with some of the most respected subject matter experts in the country to provide necessary education for retirees in addition to retirement planning and investment management. We have hosted subject matter experts for Cybersecurity & Fraud Prevention, Social Security, Medicare, Nutrition & Brain Health, and Estate Planning.

This weekly email includes our Weekly Market Commentary which provides a brief overview of what happened in the markets during the previous week, a blog post discussing an important component of retirement planning, and a few “Recent Reads” – our favorite articles from the past week in national publications like The Wall Street Journal, The Economist, etc.

Since we have guided clients through many ups and downs in the market, we have found that clients become much more interested in the markets and their investment portfolio during periods of volatility. Because of this, we will write more frequently about our thoughts on the market and the state of the economy when markets are moving lower.

While monthly statements are important, we believe standard statements serve as the “books and records” of the firm and can be hard to follow. In addition to monthly statements, we send our quarterly performance summary which helps clients track their progress towards their goals along with their personalized benchmark (their Family Index Number).

We provide updates on specific investment strategies for each client family multiple times a year based on the amount of activity in that strategy.