Recorded Media
Tune in to our Wealth Management podcast series! You can right click and listen now, or download to your desktop, iPod or SmartPhone.
April 12, 2010
2Q 2010 Economic & Investment Outlook – “Kicking the Can Down the Road”
January 21, 2010
2010 Economic & Investment Outlook – "A Tale of Two Cities"
October 5, 2009
4Q 2009 Economic & Investment Outlook by Dan Crawford
September 1, 2009
Choosing Beneficiaries: Opportunities, Pitfalls and Fact vs. Fiction
A discussion of trusts and legal issues with regard to beneficiary designations, featuring Doug DeNardo, Esq. and Mark Lumley, VP, Trust Administration. Featured topics: Titling of assets, Tax/non-tax consequences, Effect on probate, Proper coordination of beneficiary designations with estate plan, Income tax issues, Minors or incapacitated persons, Avoiding probate - what you save and is it necessary, Pitfalls of "do it yourself" estate planning, Joint accounts and distribution, Putting the house in the kids names, and the increase in taxes payable.
July 15, 2009
3Q 2009 Economic & Investment Outlook
April 8, 2009
2Q 2009 Economic & Investment Outlook
February 5, 2009
Recorded Event at REgional Learning Alliance: 2009 Economic & Investment Outlook - "It's Always Darkest before the Dawn."
Featuring Dan Crawford, SVP, Managing Director of NexTier Wealth Management and Chief Investment Officer
October 7, 2008
4Q 2008 Economic and Investment Outlook
Featuring Dan Crawford, SVP, Managing Director of NexTier Wealth Management and Chief Investment Officer
July 8, 2008
3Q 2008 Economic and Investment Outlook
Featuring Dan Crawford, SVP, Managing Director of NexTier Wealth Management and Chief Investment Officer
June 20, 2008
Market Volatility, Investments and Financial Sectors
Featuring Andrew Seibert, VP and Portfolio Manager, quoted regularly on Bloomberg TV and Radio
January 31, 2008
December 12, 2007
February 9, 2007
January 18, 2007
What’s to Come in 2008? How Current and Future Events in our Regional Economy will affect your Business and Investments
The Value of Using a Corporate Fiduciary to Protect Your Assets
Featuring Mark Lumley, VP of Trust Administration for NexTier Wealth Management
2007 Economic & Investment Outlook – How our National Economy Affects Business and Investments and What to Look for in a Financial Advisor
Featuring: Dan Crawford, SVP, Managing Director and Chief Investment Officer, and Mark GaNung, SVP, Managing Director – Sales
How Current and Future Events in our Regional Economy will Affect your Business and Investments
Featuring Christopher Briem, Economist, University of Pittsburgh and Dan Crawford, SVP, Managing Director of NexTier Wealth Management and Chief Investment Officer
