Media and Educational Resources

Our clients expect innovative thinking and guidance. As financial industry thought leaders, we regularly share current perspectives on market trends through a variety of media and tools.

Looking Ahead Webinar featuring Rich Barrett, CIO

With the end of 2020 approaching, Congress Wealth Management’s CIO Rich Barrett looks back on the unprecedent market conditions from the past year, and looks ahead to 2021 and the Market tailwinds in may provide. Particular talking points include recent Federal Reserve Actions and Ramifications for Investors Post-COVID Market Drivers/Themes. You can watch a recording […]


Panel Discussion on SRI/ESG Investing

Congress Wealth Management LLC was pleased to host a panel discussion on Socially Responsible Investing (SRI) and Environmental, Social, and Corporate Governance (ESG) Investing on August 19th, 2020. Our panel featured Lacey Farrell Johnson from Alumni Ventures Group, Matt Lagan from Congress Asset Management, and Matthew Raimondi of Sustainalytics. You can watch a recording of […]


Market Update Webinar 7-20-20

We are pleased to offer you a recording of our CWM quarterly Market Update featuring Rich Barrett our CIO, and presented in our new webinar format. Click here to watch.


What is the world is my money doing? A primer on Impact Investing

Download What in the World is My Money Doing? Philanthropy in the United States is growing across the board, with giving levels approaching pre‐market crash annual totals. In fact, recent evidence suggests that giving money away is no longer enough for a growing group of investors. This cohort wants to know that, once allocated, their […]


Conference Call on Market Volatility – April 3rd 2020

Congress Wealth Management conducted a conference call in response to the recent market volatility and the COVID-19 situation.  You may download a recording of the call here. Please feel free to reach out to your CWM Financial Advisor if you have any questions or concerns.