We exist so that you don’t have to worry about money.
to help amplify and simplify your financial life — and your family’s future.
of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
that combines intimate service and sophisticated capability, and only acts in your best interest.
We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
We believe in meeting you where you are.
More than 400 advisors to choose from.
White-glove service, tailored to your needs.
Full-service wealth management where you are.
Browse insights and podcasts from our advisors and specialists.
Articles, market commentary, and resources to support your financial journey – from investing to retirement and beyond.
Wondering about IRS gift tax rules? We explain annual exclusion, lifetime estate and gift tax exemption, and tax-excluded gifts.
Home » Webinars » Q1 Market Outlook: Markets, Interest Rates, Inflation, and More
Donald Calcagni, MBA, MST, CFP®, AIF®
Chief Investment Officer
Don Calcagni, CIO, discusses what to expect in Q1 and beyond, including unemployment, economic growth, the U.S. dollar, and more.
January 30, 2026
November 20, 2025
October 31, 2025
Home » Webinars » Q1 Market Outlook: Markets, Interest Rates, Inflation, and More
Q1 Market Outlook: Markets, Interest Rates, Inflation, and More
Donald Calcagni, MBA, MST, CFP®, AIF®
Chief Investment Officer
Don Calcagni, CIO, discusses what to expect in Q1 and beyond, including unemployment, economic growth, the U.S. dollar, and more.
Explore More
Tax-Free Gifting in 2026: What Financial Givers Should Know
Capital Gains Tax Basics: Rules, Rates, and Tax‑Saving Strategies
The Greenland Sell-off: Insights From Our CIO