Videos Archive
Tips to Maximize Social Security Benefits
Krishma Sharma, Consulting Analyst, provides helpful tips to maximize your social security benefits and ensure a more secure retirement.
Q1 2024 Capital Markets Update
Watch now to hear Brad Long, CFA, Managing Partner and Chief Investment Officer share our exclusive First Quarter 2024 Capital Markets Update insights in this […]
529 Savings Plans – The Supercharged Savings Tool
Ted Dawson, Senior Consulting Analyst, provides a look at 529 savings plans and what sets them apart from other investment accounts.
Why Target Date Funds are so Important
Sean McCaffery, CFA, Senior Defined Contribution Research Specialist, provides an update on the target date landscape and why these funds remain a popular QDIA option […]
Financing a Home Purchase
Nick Breit, CFA, CFP®, Partner, Director of Financial Planning, reviews leveraging your investment assets to finance a home purchase. Learn about the pros and cons […]
What to Watch Out For When Filing Your Taxes
Tax deadlines are approaching and Altan Wuliji, CFP®, Principal and Senior Consultant, provides important updates on new programs, tax breaks and changes to keep in […]
Best Practices to Prevent Identity Theft
Jackie Rondini, CFP®, Principal and Senior Consultant, discusses best practices to prevent identity theft in today’s digital age.
Unveiling Insights: Cultural Institutions’ Investment Survey Results & Future Financial Outlook
Bob DiMeo, Devon Francis and Jon Fellows provide expert perspectives and guide you through the findings of the Cultural Institutions Investment Policies, Practices and Performance […]
Pooled Employer Plan (“PEP”) – A Unique Retirement Plan Solution Customized For You
Fiducient Advisors’ Pooled Employer Plan (PEP) is a new kind of retirement plan, enabling employers of all sizes to join together for efficiency and cost […]
Financial Planning Considerations Webcast
Nick Breit, Partner, Director of Financial Planning and Sarah Hinman, Principal, Senior Consultant, The Wealth Office® provide a brief and informative overview of our 2024 […]
2024 Essential Economic Update Webcast
Join Sabrina Bailey, CEO and Brad Long, Managing Partner, Chief Investment Officer for our annual capital market forecast and outlook for 2024. This informative and […]
Fiducient Advisors’ Investor Conference Power Hour: From Scratch with Marilyn Rowland
Fiducient Advisors’ Investor Conference Power Hour: Diversity, Equity and Imposter with Guadalupe Gomez
Fiducient Advisors’ Investor Conference Power Hour: Reader’s Rundown with Devon Francis
Fiducient Speaker Series: Private Markets Update
The private markets landscape has shifted amidst Central Bank interest rate increases as LPs, GPs and intermediaries have navigated with increased caution. This has resulted […]
Webcast: Third Quarter Capital Markets Update
Brad Long, CFA, Partner, Chief Investment Officer and Rob Lowry, CFA, Associate Research Director, discuss:
– Recession preparation, no[...]
Effective Use of Glidepaths
Matt Fratini, Consultant, discusses the use of glidepaths within corporate pension plans.
Inverted Yield Curve
Brian Samuels, Principal and Senior Consultant, breaks down the Treasury yield curve and why investors may have mixed feelings given its current sh[...]
Alternative Investments
Chris Rowlins, Partner and Senior Consultant, discusses alternative investments and liquidity and how investors should balance return and diversifi[...]
Cash Balance Pension Plans
Pension Awareness Month continues with a Tips Tuesday video from Managing Partner and Senior Consultant Brian Carlson, CFA, discussing cash balance[...]
Liability-Driven Investing
We’re kicking off Pension Awareness month with a Tips Tuesday video from Partner and Senior Consultant Kate Pizzi, CFA, ASA discussing liabil[...]
Webcast: Mid-Year Capital Markets and Economic Update
Join Fiducient Advisors’ Deputy Chief Investment Officer, Brad Long, CFA and Chief Market Strategist, Chris Kachmar, CFA for a timely and ins[...]
Webcast: Fiducient Speaker Series with Jared Franz
With our constantly evolving economy, understanding the debt ceiling and staying informed on the Federal Reserve’s actions are essential for [...]
Stable Value vs. Money Market Funds in Today’s Interest Rate Environment
Please join Brian White, Principal, Senior Consultant and Sean McCaffery, CFA, Senior Defined Contribution Research Specialist for a timely discuss[...]
Webcast: First Quarter Capital Markets Update
The first quarter of 2023 proved to be an exciting time for markets. Thus far we witnessed:
• Wild swings in expectations for the Fed
[...]Diagnosing and Treating Defined Benefit Plans for Healthcare Organizations
Join Fiducient Advisors and October Three Consulting as we address some of the key pain points afflicting the defined benefit plans of many hospita[...]
Fiducient Speaker Series with Matthews Asia
As the world’s largest exporter of goods and the second largest economy, China is an important part of the global markets.
Join us to hear[...]
Assessing Your Financial Wellness – Important Considerations for 2023
The start of a new year is a great time to review key financial planning considerations and what potential personal impact recently passed legislat[...]
Secure 2.0 Act
Join Fiducient Advisors’ Steve Dufault and T. Rowe Price’s Aliya Robinson as they provide insight into the new Secure 2.0 Act.
T[...]
2023 Essential Economic Update
Bob DiMeo, CEO and Brad Long, Partner, Deputy Chief Investment Officer host our annual capital market forecast and outlook for 2023. This informati[...]
Tax Planning Deadlines on the Horizon
Andy Doten, CFP®, Consultant in The Wealth Office®, provides a review of several upcoming financial planning opportunities as 2022 dra[...]
National Day of Giving
Kevin O’Connell, CFA provides background on the National Day of Giving, now a global movement observed in most countries worldwide. Watch for[...]
Fiducient Advisors’ Investor Conference Power Hour: Collectibles with Altan Wuliji
During the Fiducient Advisors 2022 Investor Conference, Altan Wuliji, Senior Consultant in The Wealth Office, discussed his experience in the vast [...]
Trends in Target Date Fund Litigation
This video is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended [...]
Fiducient Speaker Series with Greg Valliere
Greg Valliere, Chief U.S. Policy Strategist for AGF Investments and Brad Long, CFA, Fiducient Advisors’ Deputy Chief Investment Officer provi[...]
Quarterly Considerations – Third Quarter 2022
Watch Fiducient Advisors’ Brad Long, CFA, Deputy Chief Investment Officer in our Third Quarter 2022 Quarterly Update. This on-demand video co[...]
Cryptocurrency and Retirement Plans: Friend or Foe?
Join Paige Thompson, Senior Consulting Analyst as she delves into cryptocurrency and its recent inclusion in retirement plans.
The Bear Market Field Guide: Navigating Periods of Market Volatility
Brad Long, CFA, Deputy Chief Investment Officer, takes us through five key takeaway points when attempting to navigate periods of market volatility[...]
Menu Design Trends Amidst Market Volatility
Fiducient Advisors’ Paige Thompson, Senior Consulting Analyst, provides a brief overview of current menu design trends, QDIA selection and th[...]
Fiducient Speaker Series with Liz Ann Sonders
Join Liz Ann Sonders, Chief Investment Strategist for Charles Schwab and Brad Long, CFA, Fiducient Advisors’ Deputy Chief Investment Officer [...]
Mid-Year Capital Markets and Economic Update
Fiducient Advisors’ Chief Investment Officer, Matt Rice, CFA, CAIA and Chief Market Strategist, Chris Kachmar, CFA present a timely and insig[...]
NextGen Success: Planning Today for a Better Tomorrow
A well-constructed financial plan begins with a solid foundation for making informed financial decisions. Planning for the long-term might feel lik[...]
How to Protect Yourself from Fiduciary Liability
Paige Thompson, Senior Consulting Analyst, provides an overview of why Fiduciary Liability Insurance is so important for employers and plan fiducia[...]
Webcast: Designing and Maximizing a Cash Balance Plan Now and Into the Future
Cash Balance Plans require thoughtful design and management from start-up to maturing plans. Join our panel for this brief webcast as they discuss:[...]
What is Normal Volatility?
Brad Long, CFA, Partner & Deputy Chief Investment Officer at Fiducient Advisors discusses how to approach market volatility.
Why Fiduciary Liability Insurance is Needed More Than Ever
Litigation arising from the management of employee benefit plans has increased dramatically in recent years notably “excessive fee” litigation.[...]
Fiducient Features: Current Impact and Future Implication of the Russia and Ukraine Conflict
Fiducient Advisors’ Brad Long, CFA and David Polak, Equity Investment Director at Capital Group discuss the Russia and Ukraine conflict, includin[...]
Inflation
Brad Long, CFA, Deputy Chief Investment Officer at Fiducient Advisors discusses recent inflation activity.
DOL Cybersecurity Guidance for ERISA Plans
The world of cybersecurity is constantly evolving and changing. Join our speakers as they delve into the recently published DOL guidelines:
[...]
Fiducient Features: Inflation Q&A
Whether rising inflation proves to be transitory or more constant, elevated prices may have a meaningful impact on the economy and financial market[...]
Fiducient Speakers Series with Rupal Bhansali
We invite you to virtually attend our Fiducient Speaker Series featuring Rupal Bhansali, Chief Investment Officer and Portfolio Manager at Ariel In[...]
Setting a Fiduciary Framework
Defined Contribution Plan Fee Benchmarking & Best Practices
DiMeo Schneider Rebrands as Fiducient Advisors
DiMeo Schneider & Associates, L.L.C. today announced they will rebrand as Fiducient Advisors. DiMeo Schneider’s announcement of the new brand[...]
Creating Your Fiduciary Trail with Fiducient Advisors
Fiducient Advisors: An Investment Partner You Can Count On
Our story is not about us. It is about our clients and the stories we help them tell. As fiduciary investment consultants, we combine decades of ex[...]
