With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...
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With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...
On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits. Disclosures: ...
Discovering Responsible Wealth
With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025 C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Pa...
