Please join our CWM Panel as they they take a closer look at how behavioral biases by investors can lead to lower returns. Click here to view the webinar with Passcode: &#t%2se5
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.
Concentrated Positions and Options Strategies Webinar
Please enjoy this recording of a Webinar on Concentrated Positions and Options Strategies featuring Rich Barrett or CIO, and Michael Egan and Sarah Wolf from Gyroscope Capital. At Congress Wealth Management we will build you a diversified portfolio with appropriate risk management strategies that will allow your money to work its hardest for you. And […]
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.