Duration: 60 minutes Interest rate shifts, tax policy changes, and evolving regulations are reshaping the financial landscape in 2025, with new legislative priorities affecting markets, investments, and personal wealth strategies. As policymakers... Read more ›

The complimentary Quarterly Market and Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments. Join Gregory M. Estes CFA, MBI senior portfolio and relationship manager, and Stephanie... Read more ›