February 2024 - Review of 2023 and Looking Ahead to 2024
The Aspen Capital Management team hosts a one-hour webinar discussing 2023 and looking ahead to 2024. Topics include: Recession expectations vs reality, fund performance, how to invest in an election year, and important upcoming tax changes.
September 2023 - TD Ameritrade/Schwab Post-Merger Update and How-To’s
During this webinar, the Aspen Capital operations team goes over important Schwab Alliance navigation tips, top functionalities, and answers to frequently asked questions.
August 2023 - TD Ameritrade/Schwab Merger & Market Update
The first half of 2023 was filled with headlines prognosticating everything from a banking crisis to a U.S. government default to a full economic recession. Despite all of this, broad equity markets are up over 20% since October of 2022. In this webinar, we'll explore relevant, hot topics and focus on items we can control, like the upcoming Charles Schwab and TD Ameritrade merger.
February 2023 - Review of 2022 and Looking Ahead to 2023
The Aspen Capital Management team hosts a one-hour webinar discussing 2022 and looking ahead to 2023. Topics include: Finding outperformance in a down market, opportunities in the year ahead, the latest tax legislation - how it might impact you and your family, Dimensional Fund Advisor’s fee reduction, and more!
November 2022 Medicare Webinar
Part 2 of a two-part webinar series hosted by Aspen Capital Management on Social Security and Medicare. The webinars will be brief but detailed discussions covering topics such as: open enrollment and eligibility, types of benefits and common strategies, and leveraging Medicare specialists' expertise. Social Security and Medicare are two critical parts of every American's retirement plan, and we'd love to have you join to discuss these key questions.
October 2022 Social Security Webinar
Part 1 of a two-part webinar series hosted by Aspen Capital Management on Social Security and Medicare. The webinars will be brief but detailed discussions answering questions such as: When do I file? How do I maximize my benefit? What mistakes or suboptimal decisions are commonly made? How will Social Security and Medicare impact my financial plan? Social Security and Medicare are two critical parts of every American's retirement plan, and we'd love to have you join to discuss these key questions.
The Aspen Capital Management team hosts a 1-hour webinar discussing some of the most important current events today. Topics included a look at the history of market downturns, interest rates, inflation, and the performance of investments in your portfolios.
In ACM’s annual webinar, topics include: 2021 year in review, the current environment (inflation & volatility), Russia/Ukraine current events, and what lies ahead.
As cyber-attacks continue to increase and evolve, we want to make sure you are equipped to keep your online information safe. Watch this webinar to learn from two very knowledgeable cybersecurity gurus: Erin Donham (Charles Schwab) and Jared DeSoto (TD Ameritrade). This webinar will be in a discussion-based, Q&A format to make sure all your cybersecurity questions are addressed.
Real estate is arguably one of the most popular topics we hear about day in and day out at Aspen Capital Management. Join us for a discussion with Rob Harvey, a portfolio manager at Dimensional Fund Advisors working on the DFA Global Real Estate Fund our clients own. Rob discusses the types of real estate the fund invests in, which countries are included in the global diversification, and the history of the fund's performance. You’ll gain a deeper understanding of the breadth and depth of the fund's real estate exposure – and we think you'll find it interesting.
Biden’s New “American Families Plan Webinar
After months of anticipation, the House Ways and Means Committee released its latest version of the "American Families Plan" and new tax proposal… the measures are very different from what many expected! These are the most significant proposed tax & estate planning law changes in decades and they’ll impact many in at least some way. Learn how the following might affect you:
Proposed higher income tax rates
A significant jump in capital gains rates
The end to some popular retirement loopholes
Estate tax, end-of-life changes.
Earth Day Sustainability Webinar
In this webinar, you can expect keen insights and deep domain expertise specifically in DFA's sustainability portfolios. Special guest JOE CHI, Head of Responsible Investment at Dimensional Fund Advisors, provides clarity around what makes the sustainability strategy different, but also how it is similar to many core DFA strategies. He also speaks to the history of DFA's sustainability investing and how they monitor and manage these portfolios.
HP Mega Backdoor Roth 401(k)
Have you heard of a Mega Backdoor Roth 401(k)? This is an extremely valuable provision in a 401k plan allowing for after-tax savings above normal guidelines for qualified employees. Aspen Capital Management hosts a special webinar for HP employees to walk through a detailed explanation of what the benefit is, how it works, and why it is hugely beneficial!
February 2021 Webinar
The Aspen Capital team discusses biggest takeaways from last year's market performance and volatility, and takes historical look at the economy vs the market and why investors misjudge the two. Special fixed income expert Doug Long provides insight into 2020 bond performance, and more!
Year-End 2020 Webinar
The Aspen Capital team discusses tax planning as we wrap up 2020 and head into 2021. Webinar topics include: Important year-end tax considerations, tax law changes for 2021, an update on the Schwab and TD Ameritrade merger, and more!
August 2020 Webinar
The ACM team hosts a mid-year webinar discussing the BIG questions currently on everyone's mind, like: What have we done in response to the volatility of the markets? Haven’t we recovered really fast? How can the stock market be going up, when everything around me feels like it’s getting worse? And more!
February 2020 Webinar
Review 2019 market performance and performance of the funds we own. We also discuss the historic performance of managers vs. their benchmark index. In addition, we discuss recent market volatility in comparison to historical volatility and upcoming business changes.
January 2019 Webinar
Review 2018 market performance and performance of the funds we own. We also discuss the historic performance of managers vs. their benchmark index. In addition, we discuss recent market volatility in comparison to historical volatility. Finally, we review expected health care costs ranging from early retirees to long-term care.
February 2018 Webinar
Review 2017 market performance and performance of the funds we own. We also discuss the historic performance of managers vs. their benchmark index. In addition, we discuss recent market volatility in comparison to historical volatility. Finally, we review current market valuations and their potential impact on future expected returns.
September 2017 Webinar
Review 2017 year to date market performance and performance of the funds we own. We also discuss the historic benefit of global diversification in the stock portion of a portfolio vs. holding primarily US stocks. In addition, we discuss the pros and cons of pre-paying (or completely paying off) a mortgage in the current interest rate environment.
February 2017 Webinar
Review 2016 market performance and performance of the funds we own. We also discuss the historic performance of managers vs. their benchmark index.
February 2016 Webinar
Review 2015 market performance and discussion of historic volatility for the US markets. We also discuss the historic performance of the value premium in global equities.
February 2015 Webinar
Review 2014 market performance and discussion of expected returns for bond and stock markets given current market valuations.