This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
March 20, 2019
Stocks and Bonds Diversification
https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.
February 20, 2019
The Best Financial Plan is Not Based on Money
If you ask most people “what is the basis for the best financial plan?”, odds are extremely high they’d respond that it would be based
February 6, 2019
What Are Bonds and Why Own Them?
https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their
January 23, 2019
What Are Stocks and Why Own Them?
https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what
December 20, 2018
The Retirement Savings Crisis
There is no sugar-coated way to say this: we have a retirement savings crisis on our hands. Reports from a variety of reliable sources indicate
December 6, 2018
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
November 15, 2018
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
August 31, 2018
The Value of Financial Planning
We are often asked, “what’s the value of financial planning?” Fair enough question, and similar to others which could be asked in other areas of
July 27, 2018
All You Need to Know About Investing
Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the
May 1, 2018
