Orthopaedist Advisory Group

02/28/2025

Attention all Ortho Pods! We’re officially less than two weeks away from the Annual AAOS Happy Hour event at the San Diego Marriott Marina Kitchen. Don’t miss your chance to network and celebrate with industry colleagues—RSVP now and bring your colleagues along!

11/04/2024

Join us this week for the AAHKS 2024 Happy Hour! 🥂

10/18/2024

Another exciting event next week! 🥂

Join us at the OTA 2024 Happy Hour hosted by Anthony Williams, CWS® ChFC, MRFC, CLU!
We look forward to seeing you!

09/18/2024

🎉 Join us for the ASSH Annual Meeting Happy Hour Event! 🍹

Enjoy an evening of drinks and discussions hosted by Anthony Williams.

07/30/2024

Don't miss out! Tune in to this week's electrifying New Mind Games video as we uncover the thrilling outcomes of the election market!🧠

07/25/2024

Ready to elevate your financial game? Our latest video on parabolic performance is live now! 📈 Get expert advice on making savvy financial decisions and achieving exponential growth. Don't miss out – watch now!

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under...

07/04/2024

Wishing everyone a safe and joyful Independence Day!🎉

05/30/2024

Exciting News!

I am honored to share that Anthony Williams is featured as number 16 in the Forbes article, "19 Ways To Begin An Investment Journey Later In Your Career."

You can read the full article here:

Late-career investors can invest in peer-to-peer networks. These platforms offer diversity, little initial investment and regular interest income.

04/11/2024

U.S. Households have seen total wealth increase by $13.5 trillion since the Fed, at its November 2023 meeting, said it was pivoting to a more accommodating monetary policy from a more restrictive approach. The stock market has led the way, but the bond market isn’t too far behind. Household debt service payments as a percentage of disposable income continue to trend lower. The chart is through October 2023, asking, “How much of that $13.5 trillion will redirect toward managing household debt?”

04/09/2024

Is tax-loss harvesting for you? There’s a lot to consider. Contact our office if you’d like to discuss.

03/26/2024

Score big on and off the court this March Madness! Just like in basketball, wise financial decisions require strategy, discipline, and staying focused on your goals. Don't let the excitement of the game distract you from making smart money moves. Whether it's investing in your future or budgeting for your brackets, play it smart and come out a champion in both the game of basketball and the game of finance! 🏀💰

03/26/2024

When you tap into our network, you'll build connections with like minded financial professionals, fostering conversations and mentor opportunities that can help you accelerate and live your purpose.