Webinars

2023 October Market Outlook Webinar

Join Joseph Filosa, Phillip Kosmala, and Matthew Krouse from Opal Investment Committee as they give a market update and economic outlook for 2023. They will talk about investing opportunistically and managing risk in times of persistent inflation and... more

2023 Market Outlook Webinar

Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for 2023. They will talk about investing opportunistically and managing risk in times of high inflation and... more

Energize for Purpose Webinar

Taking care of yourself physically and mentally is essential to focus on what’s important in life, which includes managing your finances. Watch our Energize for Purpose webinar to discover the right habits to help optimize your energy, grow... more

2022 October Market Outlook Webinar

Join Joseph Filosa, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for the remainder of 2022 and into 2023. Our Opal experts will discuss investing opportunistically and managing... more

5 Effective Retirement Income Strategies for a Volatile Market

Watch Jesse Giordano, CFP® unpack five key strategies for building a retirement income portfolio that can go the distance. more

2022 Market Outlook Webinar

Join Jesse Giordano, Phillip Kosmala, and Gino Carollo from Opal Investment Committee as they give a market update and economic outlook for 2022. Amidst rising inflation, higher interest rates, and war in Ukraine, our experts will talk about... more

2021 Market Outlook Webinar

Join Jesse Giordano, Phillip Kosmala, Matthew Krouse, and Lee Korn from Opal Investment Committee as they give a 1st Quarter market update and an economic outlook for 2021. They also discuss the tangible risks to the economy, and... more

Q1 2021 Market Snapshot Webinar

Join Matthew Krouse and Phillip Kosmala from Opal Investment Committee as they take a quick look at trends that are moving the markets, and how you can position your portfolios to capitalize on it. more

Q4 2020 Market Outlook Webinar

Join Jesse Giordano, Phillip Kosmala, and Lee Korn from Opal Investment Committee as they give a market update and economic outlook for the 4th Quarter. They also discuss the presidential election, how it may affect stock market returns,... more

2020 Mid-Year Market Review & Outlook Webinar

Watch Jesse Giordano, Phillip Kosmala, and Lee Korn from Opal Investment Committee discuss the impact of the coronavirus, the unprecedented fiscal and monetary stimulus, and where we go from here. We also answer questions from clients regarding what... more