Assante Team

Helping our clients
gain financial confidence

Government to the Rescue: Interview with Cheryl Norton

Webcasts | Apr 9, 2020

Governments at all levels have responded in a big way to the onset of the COVID-19 pandemic, and the constant barrage of announcements can become overwhelming. In this conversation, Steve Willems interviews Cheryl Norton, Regional Vice President, Wealth Planning with Assante Private Client – for her review of the recent…

Weekly Update: April 6, 2020

Markets | Apr 6, 2020

Three weeks ago, it was hard to imagine a time where a state of quarantine, physical distancing, and an economy on pause seemed normal.  But that is where we find ourselves – in this new normal.  And as we all reorient our lives, routines and plans, we’re calling this phase…

Weekly Update: March 30, 2020

Markets | Mar 30, 2020

As a part of our commitment to streamline communication into one single weekly post, please see these four ways to connect with us this week. 1) State of the Markets Web Calls Join us for a brief 30 minute Zoom Web Conference Call where we will share recent insights we’re hearing from portfolio…

Health & Wealth: Interview with Dr. Dave Currie

Webcasts | Mar 27, 2020

In the midst of the current COVID-19 crisis, we find ourselves at the intersection of financial stress, a health pandemic, and relational isolation. It’s a scary thing for everyone. In this conversation, Brad Willems interviews Dr. Dave Currie – Marriage & Family Therapist with Doing Family Right – for his…