Topics Discussed

• Tax Cuts and Jobs Act (TCJA)
• Quick Market Update
• Planning Strategies
• Q&A
   

Guests: Reid & Lynn Dunlap

Questions discussed:

• What have you learned about money & wealth building along the way?
• What did you learn about money growing up?  
• Was your family wealthy, poor, or middle class growing up?
• What are your money rules? What have been your keys to building wealth?

1. Maximize your Returns
2. Understand the fees
3. Grasp change

Guests: Scott Carlson & Brian Dumeer

Topics Discussed:

• How do they make it work?  
• How do "the rules" help their practice? 
• Managing growth and decision making.

Topics Discussed

• Our perspective and what you could / should do
• Media Frenzy
• An Elliott Wealth Perspective

Topics Discussed:

• What is rebalancing, 
• how important is it, 
• How do I rebalance, 
• What are some of the caveats to rebalancing

Topics Discussed:

• 2017 in Review-Stocks
•  Bonds
• Lack of volatility
• Economy
• Transitioning into 2018 – “Proceed with Caution” 
• Interest rate changes
• Tax Reform
• Stock Market Volatility
• Economic Growth

Guest: Charles Ruiz, president at Bethel IT Services

Topics discussed:

• The basics in Cyber Security
• Malware-what is it and how is it dangerous?
• Passwords
• Encryption
• Pop ups
• WiFi-best practices
• Scams
• Remote access
• Virus avoidance