Video Library


2022 Wealth Management Symposium: Introduction and Business Update

Executive Vice President, Bob Tabor, provides an overview of the business and highlights some key storylines for the past year.

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2022 Wealth Management Symposium: Market and Economic Conditions

President and CEO, Brooks Slaughter, addresses key issues impacting markets and economies around the world.

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2022 Wealth Management Symposium: Risk Management

Financial Planner, Josh Gideon, discusses the perception of risk – how risk levels are assessed and how your financial plan accommodates to meet your goals.

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2022 Wealth Management Symposium: Risk Management

Executive Vice President, Darby Armont, takes a deeper look at staying consistent with your investment strategy and how avoiding unnecessary risks can lead you to achieving your financial goals.

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2021 Wealth Management Symposium

Slaughter Associates Executive VP’s Darby Armont, Michele Nowell, and Bob Tabor provide insight on various wealth planning topics, wealth and data security, and updates on the state of our company. President and CEO, Brooks Slaughter dives into the current status and our projections for U.S. and global markets and economies.

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Midyear Investment Committee Update (Part 1): Market and Economic Insights

Each year the Slaughter Investment Committee offers a midyear report on the markets, economy and geopolitical environment, and legislative changes affecting retirement plans. The presentation is provided primarily to professional partners within the financial services industry so that they can better serve their clients, as well as earn CPE credits if needed. Due to present circumstances, this year’s insights were provided in an online forum. Though we miss the face-to-face interaction we normally have, this platform does allow us to more easily share these insights to a broader audience. The recording has been broken into three parts for ease of viewing.

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Midyear Investment Committee Update (Part 2): Short- and Long-Term Impacts

Executive Vice President, Darby Armont, provides an in-depth look at both the near-term and long-term impacts the past two quarters may have on markets and financial plans.

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Midyear Investment Committee Update (Part 3): Retirement Plans Update

RPS Senior Plan Advisor, Phil Webb, offers a detailed report on economic impacts to retirement plans as well as recent laws also affecting portfolios.

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Webinar: CARES Act Special Presentation

The Slaughter Associates Investment Committee held this special presentation to cover details and impact of the CARES Act – the Federal stimulus response to the COVID-19 outbreak and its punch to the US economy. The webinar covered the economic impact of the Act, relief components aimed at small businesses and non-profits, and the Act’s impact on our clients. The session ends with a question-and-answer session with clients who attended the live presentation.

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Webinar: COVID-19 Special Presentation – Market and Economic Update

The Slaughter Associates Investment Committee held this special presentation in response to the COVID-19 (Coronavirus) outbreak and its impact on markets and economies both domestically and around the world. The webinar covers the concerns that created the negative market reactions, current and projected spread of the virus, and stimulus programs enacted to mitigate the hardships. The program closes with some context of the market volatility and some questions asked by those who attended the live session.

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Worth Leading Advisors Series: Benefits of Managing Total Net Worth

In our final contribution to the Worth Leading Advisors video series, Darby and Brooks discuss the multitude of complexities that many high net worth families and individuals can face and the challenges that can develop when the varying assets and investments are not managed in a holistic fashion.

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Worth Leading Advisors Series: Managing Volatility

In our third contribution to the Worth Leading Advisors video series, Brooks and Bob provide additional commentary to the challenges of managing volatility and the early planning necessary to ensure long-term success when investments are seemingly less predictable.

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Worth Leading Advisors Series: Finding Unique Value from Your Advisor

As part of Worth Magazine’s Leading Advisors 2019 video campaign, Bob Tabor and Amy Kothmann share some of the hidden benefits that can be gained by having a close relationship built upon trust. Bob and Amy also offer some tips for discovering whether or not your advisor relationship is set up to deliver the type of service you deserve and your portfolio needs in order to meet your goals.

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Worth Leading Advisors Series: Financial Planning for Wealthy Individuals

As part of Worth Magazine’s Leading Advisors 2019 video campaign, Darby Armont and Amy Kothmann discuss some of the unique challenges that face wealthy individuals as opposed to couples. From tax strategies to long-term healthcare, individuals face both planning challenges and opportunities that require special attention.

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Annual Market & Economic Update – Part 1: Introduction and Business

Slaughter Associates Vice President, Bob Tabor, provides a quick look at the topics covered throughout the video series plus offers an update on Richard P. Slaughter Associates and your team of wealth advisors, as well as an approaching milestone for our Golf for Charity Classic.

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Annual Market & Economic Update – Part 2: Important Topics That Influence Your Wealth

Slaughter Associates President, Brooks Slaughter, addresses three major items influencing investments. Brooks also looks at causes of market volatility and how Slaughter Associates prepares and responds on your behalf.

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Annual Market & Economic Update – Part 3: Health Care & Gifting Strategies

Slaughter Associates Director of Financial Planning, Amy Kothmann, gives strategic insights on the need and value on health care and long-term care planning. Amy also provides planning notes on various gifting strategies.

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Annual Market & Economic Update – Part 4: Financial Planning & Family Needs

Slaughter Associates Vice President, Darby Armont, takes a dive into financial planning and the various strategies for family considerations such as caring for aging parents, setting up documents, wealth transfer, and more.

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Worth Leading Advisors Series: Managing the Complex Needs of Business Leaders

Vice President Darby Armont visits with Worth Magazine to discuss the complex wealth issues that face many business leaders – from ownership positions and stock options to deferred compensation and large retirement accounts, plus other issues that require special considerations.

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Worth Leading Advisors Series: The Importance of a Family CFO to Business Owners

Slaughter Associates President, and CEO, Brooks Slaughter, discusses the value of a “family CFO” when working with business owners to plan their personal wealth goals and dreams for both near term and life beyond the transition of their company.

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Worth Leading Advisors Series: The Value of Partnership Among Financial Service Providers

Director of Financial Planning, Amy Kothmann, sits down with Worth Magazine to discuss the importance of coordination among service providers when it comes to financial planning, and the value of an advisor as the “financial quarterback” of the entire team.

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Annual Market & Economic Update – Part 1: 2017 Review and Business Update

Slaughter Associates VP, Bob Tabor, looks back at successes of 2017, recent advancements within the company, and the positive effects it will all have in our ability to better serve you. Bob closes with a peek at new technology and client access services on the horizon.

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Annual Market & Economic Update – Part 2: Current Economic Conditions (Global and Domestic)

Slaughter Associates VP, Darby Armont, discusses a broad range of economic factors that we closely monitor and consider when helping you be informed and make sound financial decisions. Some of the topics covered include Economy and Markets, Volatility and Market Corrections, and Tax Law Changes.

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Annual Market & Economic Update – Part 3: Domestic and International Stock Markets

Slaughter Associates President and CEO, Brooks Slaughter, takes an in-depth look at fundamental data of both domestic and international stock markets, as well as what conditions are cause for concern and which are not.

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Annual Market & Economic Update – Part 4: Market Corrections

Slaughter Associates Investment Analyst, James Sherrard, reviews the most recent market correction and provides understanding into the differences between Market Pullbacks, Bear Markets, and Market Crashes. James also addresses market corrections in Bull Markets, and market corrections over the last 40 years, plus how we prepare you and your portfolios to manage such corrections.

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Worth Leading Advisors Series: Adjusting Your Service to Meet Your Wealth Management Needs

Through Worth Magazine’s Leading Advisors program, Slaughter Associates Vice President, Bob Tabor, addresses a growing issue among high net worth clients — a service plan that does not meet the needs of the individual’s wealth. Hear how a comprehensive wealth plan does exist for affluent families caught between mass investment management and a family office.

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