Events

Taxes are one of the largest expenses for high-income households, and they’re increasingly top-of-mind for investors. Direct indexing offers a smarter, more tax-efficient way to invest—especially for those looking to optimize returns, harvest losses, and plan for major financial events.

Join us for a complimentary virtual session where we’ll explore:

• The impact of taxes on investment returns
• Benefits of direct indexing and how it compares to ETFs and mutual funds
• Real-world case studies and practical applications
• Opportunities for tax loss harvesting

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.

He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.

Is AI opportunity or hype? Luke Coogan, Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.

Now that the dust has settled on the One Big Beautiful Bill (OBBBA), its economic and market implications are becoming clearer. While tax cuts and new spending are expected to boost US growth and benefit certain industries, the positive effects of the legislation must be weighed against cuts to existing programs and higher tariff rates.

Join us for a complimentary session on the One Big Beautiful Bill where we will cover:

Join us for our final Happy Hour of the summer! We’ll be at Uncommon Ground in Wrigleyville for an evening of great conversation, tasty drinks, and familiar faces. Whether you’re a longtime client or someone newer to the fold, we’d love for you to bring someone you’ve been meaning to introduce to us.

Free and metered street parking can be found near Uncommon Grounds (be sure to check for signs!). The Hotel Zachary has an attached garage for $16 for 2 hours and is a5-minute walk from the venue. The other closest covered parking option is the Kenmore Avenue Garage (be sure to check the SpotHero app for rates and other options as well!).

If you can’t make this one, we hope to see you next summer for our Happy Hour Series —dates to follow!

During this complimentary session, we’ll discuss Medicare Parts A and B, what they cover, and their costs. We'll also explore additional plans such as Part D, Medicare Advantage & Medicare Supplement Plans, as well as when to consider applying to make sure that you have health coverage and to avoid penalties.

We’re heading to the lake front for our second summer Happy Hour, and you’re invited! Join us at The Dock at Montrose Beach for a laid-back evening by the water. This is a great opportunity to unwind and introduce someone to our team!

Please RSVP so we can save you a seat!

The closest option is the Montrose Harbor Lot (rates are 1hr /$4.42, 4hr/$9.53). If this lot is full and you don’t mind a pleasant walk, SpotHero suggests spots at nearby Weiss Memorial Garage: ~0.8 mi, starting ~$9.25 (use the SpotHero app or website for more information). Free and metered parking can also be found on nearby N Simonds drive as well.

If you can’t make this one, mark your calendar for our last Happy Hour:

• September 11th – Uncommon Ground, 3800 N Clark St, Chicago, IL

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.