Equius Webcasts

As a part of our commitment to sharing our knowledge of modern investing principles with the wider community, Equius hosts an ongoing dialogue addressing strategic solutions for individuals seeking financial independence, and those with complex financial situations. Our webcasts feature Equius wealth advisors and investment professionals, and cover a wide range of relevant investment topics.

Navigating Inflation

Growing Wealth During Inflationary Times

Equius Managing Partner TJ Troutner and Wealth Advisor Lachlan MacLean discuss financial strategies and smart investment choices to maintain and grow wealth during inflationary economic conditions.

The Dangers of Hoarding Cash

When Saving Too Much Hurts Wealth Potential

Equius Managing Partner TJ Troutner and Wealth Advisor Lachlan MacLean discuss the risks and pitfalls associated with holding onto to too much cash.

Recorded July 14, 2021

Unravelling Equity Compensation: Part 1

Know What You Own
Unravelling Equity Compensation: Part 1

As part of Equius’ ongoing dialogue addressing strategic solutions for individuals with complex financial situations, Equius presents part one of a two-part webinar series on equity compensation.

We discuss how to better evaluate and unravel the complexities of stock options, as well as other forms of employer equity compensation like Employee Stock Purchase Plans and restricted stock.We highlight some important constraints, including taxes, and suggest solutions that will help you gain perspective and facilitate better outcomes.

View Part 2 >

Recorded November 6, 2020

Unravelling Equity Compensation: Part 2

Know What You Own
Unravelling Equity Compensation: Part 2

As part of Equius’ ongoing dialogue addressing strategic solutions for individuals with complex financial situations, Equius presents the second half of our two-part webinar series on equity compensation.

View Part 1 >Recorded December 11, 2020

Financial New Year’s Resolutions

Investment Considerations for 2021

We commonly focus our New Year’s resolutions towards improving our health, charting new career paths and kicking bad habits – areas of our lives certainly worthy of our attention. However, our finances and investments are equally worthy but often forgotten this time of year.

Managing Partner, TJ Troutner and Wealth Advisor, Lachlan MacLean, discuss what you should be thinking about in order to set yourself up for financial success in 2021.

Recorded December 21, 2020

Handling Market Volatility

Equius senior wealth advisor David Wootton shares investor insights around maintaining calm and sticking to a long-term plan during periods of market volatility.

A Young Professional’s Path to Financial Independence

A Young Professional’s Path to Financial Independence

As a young professional with years of earnings ahead of you, your choices matter.

Time is on your side, but are you making the most of it? A discussion of important considerations that will help you make better decisions as you chart your path to financial independence and build an inspiring future that you and your family can depend on.

Recorded September 23, 2020

Selling real estate without a plan for the proceeds is very expensive.