Webinars & Videos

Impactful, interactive insight straight from our subject matter experts.

Our webinar and video series are designed to empower you with the knowledge and education you need to make smarter financial decisions at every stage of your life.

Each quarter, we address some of the most pressing financial issues facing real individuals, families and businesses today — from tax-savvy planning strategies to Social Security to new regulations in the pipeline.

Want to get in on the action? Scroll down to see the topics we've covered so far and find out what's on the calendar for this year.

[Webinar] Demystifying sustainable investing

In this 30-minute recorded Q&A discussion, Wipfli Financial’s Chief Investment Officer Rafia Hasan and BlackRock's Michael Lane, Head of iShares U.S. Wealth Advisory, join in a live Q&A session discussing sustainable investing.

3/1/2022
Services: Investment Management
By: Rafia Hasan

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[Webinar] Economic recovery: Exploring the end of 2021

Nearly two long years of pandemic-related economic and market swings beg the question, where are we now and where are we going?

10/29/2021
By: Rafia Hasan

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Markets wobble as the recovery persists: Reflections for third quarter 2021

After a strong first half of the year, global stock markets experienced volatility in the third quarter and finished the quarter marginally lower.

10/15/2021
By: Rafia Hasan

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[Webinar] A mid-year investment outlook with Liz Ann Sonders

In this recorded Q&A discussion, Charles Schwab’s Chief Investment Strategist Liz Ann Sonders and Wipfli Financial’s Chief Investment Officer Rafia Hasan join together to review the changing economy, state of the financial markets, and inflation concerns, as well as what investors can do to position their portfolios to navigate this environment.

8/14/2021
Services: Investment Management
By: Rafia Hasan

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The reopening spark: Market reflections for second quarter 2021 (Video)

In the second quarter of 2021, the domestic economy rebounded, inflation readings continued to grab headlines, and the Federal Reserve maintained a cautious approach to monetary policy.

7/9/2021
By: Rafia Hasan

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Market reflections for first quarter 2021 (Video)

In the first quarter of 2021, COVID-19 vaccine distribution ramped up, fiscal stimulus remained highly accommodative, and inflationary concerns were top of mind for many investors.

4/9/2021
By: Rafia Hasan

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Market reflections for fourth quarter 2020 (Video)

Strong returns across asset classes in the fourth quarter capped off a truly unique year.

1/15/2021
By: Rafia Hasan

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Election 2020: Q&A with Michael Townsend

In a Q&A session with Wipfli Financial’s Chief Investment Officer Rafia Hasan, you’ll hear Townsend’s insights on market performance, trade policy, stimulus impact and tax rates in light of the upcoming presidential and general election.

9/17/2020
By: Rafia Hasan

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Elections: Who’s the real winner? (Video)

Emotions — and stock market theories — can run wild during a presidential election year. Here we cut through all the noise and look at the real numbers.

9/15/2020

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Market reflections for second quarter 2020 (Video)

The second quarter of 2020 saw the continuation of a “new normal” as COVID-19 disrupted everyday routines and altered scheduled plans.

7/21/2020

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Reopening the economy: A fireside chat with Liz Ann Sonders

Charles Schwab’s Chief Investment Strategist Liz Ann Sonders and Wipfli Financial’s Chief Investment Officer Rafia Hasan join together in a Q&A-style, wide-ranging discussion on the economy and market.

6/17/2020
By: Rafia Hasan

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What’s the real economic cost of COVID-19?

What’s the real economic cost of COVID-19? Our Chief Investment Officer Rafia Hasan joined a panel of professionals on a webinar with St. Norbert College’s Center for Business & Economic Analysis. Listen here to their data-driven discussion, offering diverse industry perspectives.

5/16/2020
By: Rafia Hasan

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[Webinar + Q&A] Financial markets and COVID-19

The world stock markets have experienced a swift decline in recent weeks due to the COVID-19 pandemic. Our team reviews the recent volatility in financial markets, providing perspective on these events.

3/19/2020
Services: Investment Management
By: Rafia Hasan, Dean Stange

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Why invest internationally? (Video)

In this short video, we explain how investing internationally can help you enhance your returns and reduce risk. This includes how one of the biggest benefits to investing around the world is that international stocks may experience strong performance at times when the U.S. market is not performing well.

10/16/2019

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Taxes Can Take a Big Bite out of Your Returns (Video)

Taxes can eat away at the long-term growth of your investments, possibly reducing your total annual investment return by 2% a year or more. However, using a tax-efficient investment approach and planning proactively can help reduce the taxes you pay.

7/23/2019
Services: Investment Management

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Market Volatility Is Up … Again (Video)

In this two-minute video, we show you what normal market volatility looks like. Find out how peak-to-trough variations compare to year-end returns over the last 40 years.

5/14/2019
Services: Investment Management
By: Rafia Hasan

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