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Deana from The Mather Group

Get access to our archives and be the first to know when the next Smart Money Moves webinar goes live.

August 2025

Published August 28, 2025

30 minutes

Alternative Investments: Where Do They Fit in Your Portfolio?
‍Discover how private equity, real estate, and other alternative strategies can complement traditional investments. Learn where they may provide diversification, reduce portfolio risk, and capture opportunities not found in public markets.

What you’ll learn💡 How market cycles work and where we are now
💡 Common emotional traps (and how to avoid them)
💡 Practical strategies to stay on track through volatility

Our experts

Doug Lennick, CFP®, BFA

Chief of Staff at TMG, Co-Founder, Think2Perform

Adam Recker, CFA, CFP®

Senior Managing Director, Head of Equities

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July 2025

Behavioral Finance & Common Investor Mistakes
Even the most experienced investors fall into emotional traps, especially during times of uncertainty.In this 30-minute session, we explore the behavioral patterns that often lead to costly mistakes, why they happen, and how to make more confident decisions with your money.

Published July 30, 2025

32 minutes

June 2025

Market Volatility & Staying the Course
‍Explore what's driving recent market volatility and learn strategies to stay disciplined and avoid emotional decision-making during turbulent times.

Published Jun 25, 2025

32 minutes

May 2025

Inflation, Interest Rates & Wealth Protection
‍Explore how inflation and interest rates affect your wealth and gain practical strategies to manage fear and make confident financial decisions.

Published May 28, 2025

31 minutes

April 2025

Market Cycles and Investor Behavior
‍Explore how market cycles influence your portfolio and learn strategies to stay rational amid emotional investment decisions. Gain insights to help you invest with confidence through every phase.

Published April 25, 2025

32 minutes

A monthly webinar to help you make smarter money moves.

Smart Money Moves is a quick, 30-minute webinar series designed to help you make clear, confident financial decisions — no matter what the market’s doing.

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Learn how emotions influence financial decisions, and how to stay steady when markets aren’t.

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