Mid-Year Market Update with City National Rochdale
Jul
18

Mid-Year Market Update with City National Rochdale

Presenter: Robert Meckstroth, Senior Portfolio Manager for City National Rochdale, CFA, CPWA®

During this webinar we’ll be looking back at what’s transpired over the last six months of the year and gain some insight into City National Rochdale's market and economic outlook for the remainder of 2024.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA (www.finra.org) /SIPC (http://www.sipc.org) to residents of [AK, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, MD, MI, MN, MO, MT, NE, NV, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY]. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Rice Financial Group and City National Rochdale are not affiliated. Ian Rice CA Insurance License #0160954 and Kasey Closs CA Insurance License #0L95623. Please note this webinar is being recorded. This discussion is intended for educational purposes only.

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Q1 BlackRock Market Update
Apr
20

Q1 BlackRock Market Update

Uncertainty in the markets is here to stay. Join us for an insightful seminar presented by Mark Peterson, Director of Advisor Insights at BlackRock. discussing:

  • What history teaches us about epic market events

  • Lessons to learn about time in the market vs. timing the market

  • Areas to consider that might keep you one step ahead in this new environment

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. BlackRock is not a subsidiary or affiliate of MML Investors Services LLC. CRN202602-3966512

We are licensed to sell insurance products in AK, AZ, CA, CO, CT, FL, HI, IA, ID, IN, LA MD, MI, MN, MO, MT, NC, NE, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI, WY and securities products in AK, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, MD, MI, MO, MN, MT, NE, NV, NC, OH, OR, PA, TN, TX, VA, WA, WI, WY. We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Individuals outside of these jurisdictions should not attend this event.

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of BlackRock, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

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MidYear Market Update with Blackrock Investments
Jul
20

MidYear Market Update with Blackrock Investments

Learn BlackRock’s outlook and economic perspective on the Market Midyear.

We’d love for you to bring your questions.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. BlackRock is not a subsidiary or affiliate of MML Investors Services LLC. CRN202212-2545598

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of BlackRock, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

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January 2022 market update with City National Rochdale
Jan
27

January 2022 market update with City National Rochdale

Find out what is important to consider when investing in 2022.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. City National Rochdale is not a subsidiary or affiliate of MML Investors Services LLC. CRN202301-1515117

This webinar is a general communication being provided for informational purposes only. It is educational in nature and not designed to be taken as advice or a recommendation for any specific investment product, strategy, or service. The views and opinions expressed are those of City National Rochdale, may not be representative of the views and opinions of MML Investors Services or its affiliates, and are set out for informational purposes only. Both past performance and yields are not a reliable indicator of current and future results.

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Nov
10

Estate planning

What do you need to know about Estate Planning?

Common mistakes and how to avoid them.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. Jennifer Woodhouse is not affiliated with MML Investors Services, LLC. By joining the event, you are consenting to being recorded.

This event is intended for individuals residing in: AK, AZ, CA, CO, FL, GA, HI, ID, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, PA, TN, TX, UT, VA, WA, WI, WY. Individuals outside of these jurisdictions should not attend.
If applicable: Ian Rice CA Insurance License #0160954, Brian Wilson CA Insurance License #0F04985, Kasey Closs CA Insurance License #0L95623, Nathan Piers-VanderPloeg CA Insurance License #0K16254 CRN202310-1134045

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Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)
Oct
12

Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)

Just Houses.jpg

Here's a sneak peek at a few of the questions:

1. What kind of property would you like and what are the pros and cons from a lending standpoint?

A) Second residence
B) Long term rental property
C) Short Term Rental property
D) Commercial property


2. Explain how to get a second home or vacation property/rental.

3. Where should people consider getting the down payment?

4. What should we consider as a reasonable vs required down payment?

5. How to choose the goal of the property? Tax benefits, passive income, asset appreciation, some of each?

Please bring your questions or email them to us ahead of time. We look forward to the discussion.

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You have benefits at work....now what?
Sep
14

You have benefits at work....now what?

In this class, you will learn:

  • Why understanding 1978 matters to your benefit choices today (begin with the end in mind)

  • The 5 Mistakes to Avoid this Benefit Season

  • What questions to ask the benefits team and your advisors (insurance, legal, financial, etc.)

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Jun
3

Business Transitions Q & A

Do you own a successful family business? Curious to learn more about succession and exit planning?

Join us for an hour-long Q&A panel style discussion with Ian Rice and Scott Philips as they answer your live questions and dive into the top 10 questions they are hearing.

Scott is recognized as an action-oriented leader. With 30+ years of diversified experience in business leadership. His strengths lie in family business transitions, strategic management, business coaching, succession planning, leadership development, employee engagement and productivity, culture, acquisition integration, executive coaching, and revenue generation.

Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever-changing world and lives.

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Finance 101
May
11

Finance 101

Ever wonder why finance is not taught in school? There are so many things we wish we knew 10, 20, 30 years ago. This class will teach you basic finances and a little bit more. Please come with your questions and invite your friends and family. It's never too early or too late to start learning how to make an impact on your financial future.

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Good Debt, Bad Debt
Apr
13

Good Debt, Bad Debt

Why is debt viewed as bad?

What constitutes good debt vs bad debt?

How does debt relate to your Mortgage Choices?

Leveraging debt and how to know you have too much.

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