Videos
Julien Albertini, Portfolio Manager for First Eagle Investments, spoke to clients and guests of Comprehensive Financial Consultants on April 15, 2025 in Bloomington, IN. Julien was joined by Doug Hughes and David Hays from the investment firm.
Topics discussed included First Eagle as an asset manager, the national debt of the United States, geo-political challenges across the globe, gold and robotics and AI in the future - before an audience Q&A session.
No portions of this presentation may be used without written consent from Comprehensive Financial Consultants and First Eagle Investments.
David Hays, Doug Hughes, Wayne Thacker, Ryan Belcher and Angela Chambers provide an update of 2024 and some insights for 2025.
The team review 2024 in the markets, taxes, 2025 contribution updates, required minimum distributions (RMDs) and qualified charitable distributions (QCDs), our working partnerships with Monroe County Government, MCCSC and FCSC and more.
We are halfway through 2024 and there is plenty to discuss in our new team video.
David Hays and Doug Hughes provide a market update and some thoughts on investing in an election year. Josh Norris has information on Medicare, Ryan Belcher talks about beneficiary designations and school system updates and Wayne Thacker shares about 529 plans and life insurance. Angela Chambers discusses our service team, QCDs (Qualified Charitable Donations), Roth IRA conversions and RMDs (Required Minimum Distributions), and David concludes the video discussing longevity risk and some upcoming events for our clients.
The first quarter of 2024 has wrapped up, and our team has put together a short video for you to get an update on the past three months.
David Hays, Doug Hughes, Wayne Thacker, Angela Chambers, Rod Holloway, Ryan Belcher and Jared Crow all contribute different pieces of information in the video. Ryan and Wayne will share about Tax Day, IRA contributions and our upcoming Shred Day before David and Rod recap the first quarter. Doug will also share a bit about investing in an election year.
With 2024 officially on the books, the financial advisors of Comprehensive Financial Consultants wanted to provide a short video with a variety of details and information for our clients.
David Hays, Doug Hughes, Wayne Thacker, Josh Norris, Ryan Belcher and Jared Crow all contribute different pieces of information in the video. Doug has a 2024 outlook, Wayne has updated contribution limits, Josh shares about health insurance and Medicare, Ryan has details on tax documents and David introduces Jared as well as shares about some upcoming events and news.