2026 Client Update
Our Annual Client Update was recorded live at RIT Inn and Conference Center on Saturday, October 24, 2026. Thank you to everyone who joined us in person or watched live. Watch the presentations and download copies of the slides below.
Market Insights & Portfolio Updates
Mark Congdon & Ken Blazick
Chief Investment Officer Ken Blazick sits down with founder Mark Congdon to talk through where markets stand today: interest rates, housing, the AI boom, and how we’re thinking about client portfolios heading into 2027.
A Practical Guide to Estate Planning
Mark Congdon & Tim Hammond
Mark Congdon and Tim Hammond walk through estate planning in plain English, using a football analogy: assemble your coaching staff, build your playbook, draft your quarterback and prep them for game day. Along the way they share lessons learned from settling estates and a simple plan that can help a typical family avoid probate.
AI and the Changing Digital World
Michael Congdon
Michael Congdon shows what AI can actually do for you today, how scammers are using the same tools, and the simple habits that keep you safe: four questions to ask and four steps to take whenever something doesn’t feel right.